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A Financial Planning Practice serving personal and corporate clients alike. Our aim is to build long standing reliable relationships with net worth and aspirational people, who over time accept our mutual Trust.
Hickman Road 26, CF64 2AL, Penarth, United Kingdom
Hi cannot recommend David and the team highly enough. They helped me invest my pension, not only wisely but with an increase in the investment after 2 years. Always on hand to offer good advice. Thank you guys
I have used Marcus and Romilly Financial for over 10 years now with all my financial matters and he/they couldn't be more helpful, explains everything in a way I will understand and always available to answer any questions, never feel rushed and very comfortable recommending Marcus and Romilly to anyone.
A great firm to deal with, very helpful sound advice. All the team are very friendly, supportive and responsive whenever help is needed. Have been using them for many years and will continue to do so for many more. Highly recommended!
Great guys. Really helpful and informative service and advice on my investments.
My wife and I have used the service provide by Romilly Financial over the last 15 years. They have provided sound advice on a full range of services to enable us to make some important financial decision that without their help would have been somewhat daunting. I will certainly continue to recommend the team for anyone seeking financial advice.
Reply from Romilly Financial
Thank you Tim, always on hand to help.
The company I was employed by previously used Romilly for their pension contribution scheme.
I have left that employment after 7 years to become self employed. I contacted Marcus who seemed disinterested in helping move the pension from the start. I was asked to complete and sign an authorisation document for Romilly to obtain information from the pension provider. After a significant amount of time went by I contacted Romilly to find out if there was progress, I spoke to someone in the absence of Marcus who wanted £1,500 to port my pension to an alternative provider. The person I spoke with was unhelpful and dismissive of my basic questions. I was told to speak with Marcus when he comes back as they were not interested in helping me.
Marcus called me after some weeks had passed. Marcus would not help with with any questions I had regarding pensions (I am not an expert in pensions, that's why I approached them). I asked Marcus why he was unwilling to help me and why he seemed uninterested the new business I was trying provide him with, I asked if it was not high enough value to him? He laughed and said it was not high enough in value for him to be bothered with.
I am really disappointed that a company and an individual could have a attitude like this to a customer who doesn't know much about pensions and a customer who was handing them business.
I would avoid this company and find someone who genuinely wants the business and is happy to help you.
Reply from Romilly Financial
Mr Hall
I am sorry that you felt disappointed with your conversations with us. I can assure you that we would never intentionally make any clients feel this way.
At Romilly Financial we strive to put the client first and would never transact any business which we feel would be unnecessary and not beneficial to the client. I apologise if this has come across as aloof.
Marcus Rees is a senior member of the team and has assisted many clients in his long time here, regardless of their pension value. He is sorry that you feel this way and has offered to clarify the advice he gave you should there be any misunderstanding.
Thank you for bringing this to our attention, we welcome all feedback from our clients.
The Romilly Team
Sound financial advice in easily understood language. Highly recommended.
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