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.

Are you ready for the September reset?With the kids returning to school and the holidays done and dusted, September feel...
01/09/2026

Are you ready for the September reset?

With the kids returning to school and the holidays done and dusted, September feels like a natural reset bringing with it new routines, new focus and a chance to get back on track.

What better to time to pause and reflect on your financial goals?

- Have you made progress on the goals you set earlier this year?
- Are there things you’ve been putting off?
- What steps could you take now to set yourself up for success in the months ahead?

If you need help setting or sticking to your financial goals, we can help, whether that’s reviewing your investments, planning for retirement or simply getting more clarity on your financial position.

Get in touch with our team today.

We'll will be closed over the Bank Holiday weekend as our team takes a short break.We’ll reopen on Tuesday 1st September...
28/08/2026

We'll will be closed over the Bank Holiday weekend as our team takes a short break.

We’ll reopen on Tuesday 1st September, refreshed and ready to support you with all things financial advice and mortgages.

Wishing everyone a relaxing long weekend.

"How much do I need to retire?”It’s one of the most common questions we get asked as financial advisors.The truth is, it...
26/08/2026

"How much do I need to retire?”

It’s one of the most common questions we get asked as financial advisors.

The truth is, it depends!

Factors that need to be considered include your lifestyle goals, family needs, health and the kind of retirement you want to enjoy.

One thing we can say is this: the earlier you plan, the more freedom and choice you’ll have later on.

If your dream retirement involves travelling the world, spending time with family, or just feeling financially secure, a clear plan can help make that happen.

Get in touch for a no-obligation chat today!

Next up in our meet the team series, we'd like to introduce you to Keelie Hobbs, our Office Administrator.Every office n...
24/08/2026

Next up in our meet the team series, we'd like to introduce you to Keelie Hobbs, our Office Administrator.

Every office needs someone like Keelie! She’s a friendly first point of contact for many clients, a great organiser, and helps create the calm, efficient environment that allows the team to focus on delivering great advice.

When she’s not in the office, she's usually in a salon either getting her hair and nails done!

Find out more about her here.

When people think about financial advice, they often ask:“How much will it cost me?”But here’s a better question: “What ...
21/08/2026

When people think about financial advice, they often ask:
“How much will it cost me?”

But here’s a better question: “What could it cost me not to get advice?”

Financial advice isn’t just a service; it’s an investment in your future.

Here are just some of the returns:
✔️ Protecting your assets so you and your family are covered when it matters most
✔️ Helping you grow your wealth with clear strategies to reach your financial goals
✔️ Making smart decisions around pensions, investments, mortgages and more
✔️ Reducing unnecessary tax by ensuring you're tax-efficient and up to date with the latest rules
✔️ Peace of mind knowing you have expert guidance, tailored to you

We don’t believe in a one-size-fits-all approach. At Romilly Financial, we take the time to understand your goals and your concerns.

Speak to one of our team today.

19/08/2026

Is it time for a financial declutter?

Summer can be a good excuse to have a clear out and get rid of the things we no longer need, but when was the last time you did the same with your finances?

A financial declutter is a simple way to reassess that everything is still working as it should.

Here are some things to consider when thinking about your finances.

A regular check-in can help you stay on track and make sure your money continues to work towards the things that matter to you.

If it's been a while since you've reviewed your financial plans, give the Romilly Financial team a call.

Our Managing Director, David Stealey APFS, has successfully passed his re-accreditation with Society of Later Life Advis...
13/08/2026

Our Managing Director, David Stealey APFS, has successfully passed his re-accreditation with Society of Later Life Advisers (SOLLA)

The SOLLA Later Life Adviser Accreditation is widely regarded as the gold standard in later life financial advice which is great news for our clients.

For the solicitors and accountants we work with, this is independent verification of the specialist knowledge and skills needed to advise older and more vulnerable clients to the highest level, covering areas such as long-term care funding and the complex financial decisions that often arise later in life.

If you work with clients navigating later-life planning such as powers of attorney, estate considerations, or simply ensuring a vulnerable client's finances are in safe hands, David is accredited, experienced and ready to support your clients when they need it the most.

We know how important it is to have a financial planner you can trust with your most sensitive referrals, which is why the SOLLA accreditation gives that extra peace of mind.

Get in touch if you'd like to discuss how we can support you and your clients with later-life financial planning.

As part of , we asked the Romilly team what they do to boost their wellbeing.Swipe to see what Mandy Godfrey, Marcus Re...
11/08/2026

As part of , we asked the Romilly team what they do to boost their wellbeing.

Swipe to see what Mandy Godfrey, Marcus Rees and Tina Leonard lea had to say.

Their answers have already inspired our future weekend plans!

August is National Wellness Month and it's got us thinking.When we think about wellbeing, we often think about eating we...
07/08/2026

August is National Wellness Month and it's got us thinking.

When we think about wellbeing, we often think about eating well, exercising or getting enough sleep. However, financial wellbeing also plays a key part in our overall health and happiness.

Having a plan in place can help reduce stress, improve confidence and gives you the freedom to focus on the things that matter most.

Here are 5 simple steps that can support your financial wellbeing.

3 ways we're helping our clients stay on track with their financial goals this summer.Traditionally, the summer signals ...
06/08/2026

3 ways we're helping our clients stay on track with their financial goals this summer.

Traditionally, the summer signals a time to take a break, but it's also a great time to take stock of your finances and plan ahead for the financial future you want.

Here are 3 of the biggest things we've been discussing with clients recently:

1. Pension planning
Whether retirement is just around the corner or still years away, taking the time to review your pension now can make a real difference later. We're helping clients understand whether they're on track and making the most of the allowances available to them.

2. Becoming more tax efficient
We don't just help clients grow their wealth, we want them to keep more of it and that's where effective tax planning comes in.

3. Saving and investing for the future
Whatever your goal is, having a clear plan can help you stay focused and make your money work harder.

The key to success in all of these areas is forward-thinking financial planning.

If you'd like to discuss your financial plans, our team would be delighted to help.

✉️ [email protected]
☎️ 029 2041 5100

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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