Romilly Financial

We’re proud to be supporting Speakeasy Club and the launch of their Big Bench2Bench Walk Campaign with Joe Ledley this October.

The challenge will see the team walk 260+ miles across Wales in just seven days, travelling from Holyhead Hotspur AFC on Anglesey to Sully Sports FC and visiting 25 community sports clubs along the way.

Speakeasy Club is using the power of sport to help tackle male su***de, providing free mental health resources, education and support to community sports clubs across Wales.

It's a cause we’re incredibly proud to support because it's an opportunity to make a genuine difference to people's lives.

The campaign launches on Friday 2 October at Heaney's Restaurant, Pontcanna, and you're invited!

Join us for an afternoon featuring Great British Menu chef Tommy Heaney, an exclusive conversation with former Wales international Joe Ledley, the launch of the Big Bench2Bench challenge and a charity auction and raffle.

Get your ticket here: https://bit.ly/4haEBSt

Last week, we were pleased to sponsor and take part in the Annual Golf Day in Memory of Stewart Humphreys.

Organised by Penarth Cricket Club and hosted at The Glamorganshire Golf Club, the weather might not have been on our side but we still enjoyed good golf, better chat and important fundraising, all while remembering a key member of the Penarth community.

The funds raised went to a fantastic charity, Kidney Wales which does a brilliant job supporting kidney patients and their families across Wales, while raising awareness of kidney disease and the importance of organ donation.

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, 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 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 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 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.

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 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 Rees and Tina Leonard lea had to say.

Their answers have already inspired our future weekend plans!