Romilly Financial is an independent fee based planning practice that serves corporate, high net worth and aspirational clients alike. The practice covers many disciplines including retirement planning, investment of lump sums, protecting your life, health and estate and of course lending, both commercially and residentially. Our practice separates advice into two principle areas, that of product and strategy. The two often go hand in hand but can be sometimes required as stand alone. We are authorised by the Financial Services Authority, Members of SIFA, and engage the highest quality advisers who employ the professional standards required to provide impartial independent advice.
For over 24 years David has served the financial services sector, as a home service agent, lending adviser, and Managing Director of his own firm. What began as a stop gap until deciding on a career, his drive lead to the formation and development of a successful fee based financial planning practice.
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