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Romillyifa profile image
R

Romillyifa

‘20 Certificate of Excellence

For 30 years I have been providing financial planning advice for clients far and wide. I am here to help you plan for retirement, build your savings, preserve your assets, borrow when you need to and protect your wealth for future generations. I want to make sure that you are another completely satisfied client who is happy to use us time and time again. My support team are well trained and experienced, with a deep knowledge of client service and 'The Romilly Way'. I am happy to discuss your requirements without charge, helping you to make the right decisions.

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What do you love most about your job?

I want to make sure that you are another completely satisfied client who is happy to use us time and time again. My support team are well trained and experienced, with a deep knowledge of client service and 'The Romilly Way'.

What inspired you to start your own business?

For 30 years I have been providing financial planning advice for clients far and wide. I am here to help you plan for retirement, build your savings, preserve your assets, borrow when you need to and protect your wealth for future generations.

Why should our clients choose you?

With both myself and Marcus living and working in Penarth, you couldn’t ask for a more stable work life balance. We have clients across the country, but the vast majority of relationships have been built up in and around the Vale. Although we offer home visits many of our clients are happy to travel to Penarth and combine a meeting with a visit to one of its beautiful array of local coffee shops and restaurants. We are strongly committed to being part of our local community and take pride in the support we offer to local charities, organisations, businesses & Sports clubs.

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