Romilly Financial

Romilly Financial A Financial Planning Practice serving personal and corporate clients alike. We build long-term relationships and help clients achieve financial security.

Our aim is to build long standing reliable relationships with net worth and aspirational people, who over time accept our mutual Trust.

Check out the main man himself Shane Williams MBE wearing our sponsored cycling shirt while taking on the epic challenge...
03/06/2026

Check out the main man himself Shane Williams MBE wearing our sponsored cycling shirt while taking on the epic challenge on behalf of Velindre Cancer Centre Fundraising.

Shane and his team cycled 300km from Seville to Marbella and have raised an incredible £140,000+ for this fantastic cause.

It was a pleasure to support this inspiring event.

Well done to everyone who took part.

GIVEAWAY!We've got two tickets to Cardiff Wine Festival to giveaway to one lucky follower!If you're a wine lover, this w...
02/06/2026

GIVEAWAY!

We've got two tickets to Cardiff Wine Festival to giveaway to one lucky follower!

If you're a wine lover, this will be right up your street as you'll have the opportunity to explore over 50 winemakers, as well as spirits and artisan fine food producers from Italy, Spain, and all over the world.

The event is held at The Hilton Hotel, Cardiff and tickets are for Saturday 6th June (1-4pm)

All the have to do is:
▶️Follow our page
▶️Share this post
▶️Tag 3 people in the comments

We'll be announcing the winner at 19:00 Thursday 4th June.

Good luck!

Terms: entrants must be over 18 and tickets will be emailed to the winner.

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29/05/2026

The journey continues! After an incredible ride from Team 1, it’s now time for our Marbella Week 2 riders to take on the challenge 🚴‍♂️💚

They’ve officially set off on their 300km ride through Andalusia, tackling everything from steep climbs to soaring temperatures as they make their way from Seville to Marbella ☀️

This isn’t just a ride — every mile they cover is helping to raise essential funds to support people affected by cancer across Wales through Velindre Cancer Service 💚

We’ll be right behind you all the way, cheering you on from afar! 🙌

Make sure you’re following along on our socials for updates — and don’t forget to drop some encouragement for the team in the comments 💬

Good luck to Welsh Rugby legend Shane Williams and his team who are taking on a 300km cycling challenge to raise money f...
28/05/2026

Good luck to Welsh Rugby legend Shane Williams and his team who are taking on a 300km cycling challenge to raise money for Velindre Cancer Centre Fundraising.

Starting today, they'll be travelling from city of Seville to the coastal town of Marbella, by bike! We're proud to have played a small part in supporting their incredible efforts by sponsoring a cycle shirt.

The funds raised will go towards better quality of care through complex treatment pathways, earlier access to cutting edge treatments, research into new treatments, purchase specialist equipment, fund invaluable support services and resources along with ensuring Velindre's staff have access to the most up to date training and techniques available.

Find out more about the event and donate if you can: https://www.justgiving.com/page/shane-marbella

One of the most common questions we get asked is:“Can I afford to retire?”Often, what people are really asking is whethe...
26/05/2026

One of the most common questions we get asked is:

“Can I afford to retire?”

Often, what people are really asking is whether they’ll be able to maintain their lifestyle once they finish working.

They want to know if they’ll have enough money to travel, support their family, and have peace of mind.

Our job is to help clients take the guess work out of retirement planning.

By reviewing their pensions, investments and savings we can forecast future income and spend, while factoring in plans for inflation and those unexpected costs.

This helps them to build confidence around their long-term decision making, by knowing what their options are.

The reality is, retirement looks different for everyone, which is why proper planning matters

If you’ve been thinking about retirement, our team can help give you clarity.

The sun is shining in Penarth ☀️A perfect way to wrap up a busy week ahead of the bank holiday weekend.If your popping i...
22/05/2026

The sun is shining in Penarth ☀️

A perfect way to wrap up a busy week ahead of the bank holiday weekend.

If your popping in for a meeting with us today we’d definitely recommend a wander to the seafront before or after 🍦

For us, financial planning is about supporting people through every stage of life, not just the milestones we plan for, ...
21/05/2026

For us, financial planning is about supporting people through every stage of life, not just the milestones we plan for, but the unexpected challenges too.

This Dementia Action Week, we want to highlight the importance of planning ahead and having the right protections in place for you and your loved ones.

One of the most important conversations people can have is around Lasting Power of Attorney (LPA). Putting an LPA in place means someone you trust can help make decisions on your behalf if you’re ever unable to do so yourself.

It’s not always an easy topic to discuss, but planning early can provide clarity and peace of mind for families later on.

As a firm, we’re proud to hold accreditation with Society of Later Life Advisers (SOLLA), an organisation dedicated to helping people find trusted advisers who understand the financial considerations that come later in life.

Whether it’s planning for retirement, care costs, family support or protecting assets across generations, we’re here to help clients navigate these conversations with care and confidence.

For us, financial planning is about supporting people through every stage of life, not just the milestones we plan for, ...
21/05/2026

For us, financial planning is about supporting people through every stage of life, not just the milestones we plan for, but the unexpected challenges too.

This Dementia Action Week, we want to highlight the importance of planning ahead and having the right protections in place for you and your loved ones.

One of the most important conversations people can have is around Lasting Power of Attorney (LPA). Putting an LPA in place means someone you trust can help make decisions on your behalf if you’re ever unable to do so yourself.

It’s not always an easy topic to discuss, but planning early can provide clarity and peace of mind for families later on.

As a firm, we’re proud to hold accreditation with Society of Later Life Advisers (SOLLA) an organisation dedicated to helping people find trusted advisers who understand the financial considerations that come later in life.

Whether it’s planning for retirement, care costs, family support or protecting assets across generations, we’re here to help clients navigate these conversations with care and confidence.

We see first-hand the challenges many first-time buyers face when trying to get onto the property ladder, especially at ...
19/05/2026

We see first-hand the challenges many first-time buyers face when trying to get onto the property ladder, especially at a time when the average age of a first-time buyer in the UK is now around 33.

That’s why it’s fantastic to see new mortgage products being introduced specifically to help buyers take that first step.

The latest of which now includes a £5,000 savings deposit (when borrowing between £97,000 and £295,000).

There are still some important criteria to consider with this product:

> Deposit must come from personal savings (not gifted)
> 5-year fixed rate
> Property cannot be a new build
> Affordability checks still apply

While these products won’t be suitable for everyone, they could provide a real opportunity for buyers who’ve been struggling to save larger deposits while balancing the cost of everyday life.

Getting onto the property ladder can feel overwhelming, but understanding the options available is a great place to start.

If you’re thinking about buying your first home, speak to the Romilly Financial team to explore what could be possible for you.

[email protected]
029 2041 5100

Tonight's the night!Good luck to all the finalists ahead of the Cardiff Life Awards .We're up for Financial & Legal Prov...
14/05/2026

Tonight's the night!

Good luck to all the finalists ahead of the Cardiff Life Awards .

We're up for Financial & Legal Provider of the Year!

Having supported clients across Cardiff and beyond for nearly 30 years, while maintaining strong roots in the Penarth community, we're proud of our team.

Wish us luck!
https://bit.ly/4tBiyaO

Address

26 Hickman Road
Penarth
CF642AL

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 1pm

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