Our Team

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David Stealey APFS

Chartered Financial Planner & Managing Director

David is the managing director and principle owner of Romilly Financial as well as a client facing Chartered Financial Planner. David’s ‘Chartered status’ is considered the gold standard in financial planning, assuring you receive the highest possible delivery of tailored and technical financial advice. David began his journey in financial services in 1989 at the age of 21. Initially he worked as a home service agent for Pearl Assurance, moving on in 1993 to Legal & General until he set up Romilly Financial in 1997. Pearl Assurance was a service focussed company that gave him valuable insight into client care. Legal & General developed this experience with the addition of multi-disciplined advice to personal and corporate clients alike. David specialises in wealth management and strategy planning for both private high net worth and corporate clients alike. He focusses on retirement and estate planning, wealth preservation and effective tax planning

MARCUS REES DIPPFS

SENIOR FINANCIAL PLANNER

With over 30 years of experience in the Financial Services sector Marcus has an extensive knowledge of working with clients both corporate and retail, helping each achieve their aims and goals.  Starting with Chemical Bank in Cardiff (now JPMorgan Chase) he worked with large corporate investors on multi-million pound transactions in the foreign exchange markets.  He joined Romilly Financial in 2010.  He has an excellent reputation working closely with his clients ensuring they are financially stable, well protected and achieving their long-term financial goals.

 

Specialising in pensions, investing and estate planning he is a member of The Institute of Financial Services (IFS), and Society of Trusts and Estate Planning (STEP). Diploma qualified with IFS he is also has later life, long term care and equity release qualifications. He has clients from a wide range of professions, business owners and sole traders and focuses on tax efficient savings and investments.

Owen Morgan dippfs

Financial Planner

Owen, a fluent Welsh speaker graduated from Cardiff University in 2015 and joined Romilly following a five-year career as a professional cricketer with Glamorgan CCC. He has attained his Level 4 Diploma in Regulated Financial Planning and is working towards Chartered status. 

In his free time most summer weekends are spent captaining St Fagans Cricket Club in the South Wales Premier League.

Mandy

Paraplanner & Office Manager

Mandy joined Romilly Financial as an office junior in 2000. She has been an integral contributor to the success of the firm. As office manager she is responsible for not only the day to day operations of the firm but also maintains key compliance oversight and client care. She also ensures all regulatory requirements are adhered to. During her time at the Firm, Mandy has established and maintains an excellent relationship with clients, assisting with income payments, new payments in, claims and any admin related queries. Mandy has also increased her professionalism over this time by taking and passing exams in both financial administration and advice modules which include RO1, RO2, RO4 & CII Level 3 Award in Financial Administration-Pensions   She has a depth of knowledge and experience unrivalled in our profession. 

Tina

Marketing & Client Management

Tina joined Romilly Financial in 2004. Over the many years she has gained a vast experience in financial administration with a specific focus on client service and management. As a longstanding and valuable member of the team she also developed specialist knowledge in protection and general insurance. Tina continues to broaden her knowledge and expertise within the industry having recently acquired CII level 3 Award in Financial Administration. Among her many roles she maintains the client management systems, coordinating our marketing proposition and heavily involved in the annual review process, liaising with existing clients and their adviser. 

Katy

Mortgage Processor

Katy joined Romilly Financial in 2017 and has been confidently working through CII mortgage exams. Her role within the firm includes the extensive knowledge of the mortgage market products and criteria, providing the initial case assessment prior to full underwriting, submitting new applications, monitoring pipeline cases, updating clients and ensuring work is managed effectively and efficiently. Katy’s role requires her to work closely with case managers, solicitors and lenders and Romilly clients from first time buyers to later life equity release applicants.

Craig

Paraplanner

Craig joined the team in February 2023.  He Graduated from Swansea University in 2021 with a degree in Mathematics specialising in Statistics and Financial Mathematics. Craig specialises in Cash flow modelling and enjoys the Statistics of analysing funds.

Keelie

Office administrator

Keelie joined the team in April 2023 fresh from school. Main duties involve assisting our advisers with all aspects of their administration and ensuring the smooth running of the office. She is currently working on a business administration course with ACT.

Alex

Paraplanner

Alex joined the team at the beginning of 2024 following spending 2 years concreting himself in the industry as a Paraplanner. Whilst studying Economics and Finance in Swansea and Cardiff Uni at Undergraduate and Postgraduate Level, Alex was introduced to a Financial Planning Mentor. It was through this relationship that his passion for Financial Advice was found and continues to grow. Alex is now pursuing his Level 4 Diploma in Regulated Financial Planning as he draws from experience and expands his knowledge base. Paraplanning for both David and Owen within their ‘pod’ is where Alex’s responsibilities lie, however he also finds himself getting involved in several projects to support the business further.

In his spare time, you would likely find Alex at a pub with a pint in hand or taking on the challenging hobby of supporting Cardiff City.

Testimonials

  • I came into inherited for which I required advice for investment. Marcus talked me through the possibilities and explained why he recommended a particular course of action. I am confident that the investments will - or should - result in a worthwhile return. Nothing of course is guaranteed, but judicious selection, along with a spread of investments should give a reasonable degree of security

  • With retirement only a short number of days away it was time to review my investment plans and pension options. Marcus provided an investment plan more suited to my needs that current and continues to look for the best pension options for my future plans and needs.

  • Having recently retired, Dave advised me on the best way to maximise my pension income. Dave was knowledgeable, informative & instilled confidence. Dave was helpful. Professional & instilled confidence.

  • Recommendation from a friend. Mr Stealey had consistently provided a financial service of distinction. His years of experience and depth of knowledge has been called upon by myself on a number occasions. Each time I have found the service provided not only highly professional but tailored specifically to my financial needs. Romilly Financial has recently been of great assistance in a recent buy-to-let venture offering a highly personal service, to the extent of visiting me in my home in order to expedite a mortgage application.

  • We needed a financial planner for our limited business. Dave is brilliant, he know his stuff but explains everything in a way that someone not financial literate can understand. He's friendly but professional and keeps things straightforward and simple.