David Stealey, Founder and Chartered Financial Planner said:

“This recognition places us among the most highly-rated firms in Wales based entirely on the feedback and reviews left by the people who matter most to us: our clients.

Our approach has always been about making financial advice feel accessible, human and tailored to each person we work with. We take the time to really understand what matters to our clients, and explain everything clearly – no jargon, no pressure. To know that this is what people value and remember means the world to us. We’re truly grateful for their trust and support.”

To qualify as Top Rated, advisers must be endorsed by at least ten clients, receive an average star rating greater than 4.5 out of 5, and pass VouchedFor stringent checks.

Alex Whitson, Managing Director of VouchedFor, said, “the 2025 Top Rated Guide recognises the financial advisers and coaches who are doing brilliant work for their clients. All the advisers who qualify should be incredibly proud of their achievement – and the great work they do for their clients.”

Romilly Financial has been helping individuals and businesses achieve financial security, growth, and peace of mind for almost thirty years. Their services include retirement planning, investments, mortgage advice, estate planning, equity release and much more.