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Our team and why you should use our services

As an independent financial advice company in Cardiff, we provide specialist advice to help you make the most of your finances. Whether you are looking for investment advice, need help planning for your retirement or need advice regarding insurance, we have you covered.

The team at Romilly Financial has years of experience in financial planning and advice. Our senior financial planners have over 20 years of experience in the industry and we are rated amongst the top 250 IFAs in the UK.

Here are some more reasons to use our services.

Commercial Mortgages? Help!

The biggest roadblock in operating a small business is the impossibly high commercial rental. A commercial mortgage is a great way to buy space for your business. It provides a wonderful solution to meet all your business needs.

As your IFA in Penarth, we can help you in procuring a commercial mortgage successfully. Let’s take a look at some of the benefits of taking a commercial mortgage loan.

5 Types of Mortgages Your Financial Advisor Cardiff Can Help You With

Getting a mortgage is a big decision. Whether you’re buying a property, refinancing, or extending your home loan, the entire process can be exacting, to say the least. However, it’s important to get professional help when it comes to choosing the right mortgage. Romilly Financial is a leading financial advice company in Cardiff with years of experience.

Our expert mortgage advisors can provide neutral, unbiased and professional advice about remortgaging, bridging finance, property purchase, commercial lending and more. Here are five kinds of mortgages your financial advice company in Cardiff can assist you with.

Should I get protection?

We try to protect everything we buy to ensure that it lasts long. From a mobile phone to a car, we do everything we can to keep them protected. We buy car covers, phone cases, and what not to protect all the things we buy. Should you not then seriously consider protecting the most valuable thing in your life – your life itself? That’s the first question we ask as your financial advisor in Cardiff.

6 Areas of Protection You May Want to Discuss with Your IFA Penarth

Financial planning is not just about growing your wealth, it’s also about protection. What happens when a serious tragedy/illness strikes and you are not prepared or covered sufficiently? That’s why it is important to consider protecting your life, wealth and income. Here’s a look at six areas of protection you might want to discuss your IFA in Penarth.