Independent Financial Planning Practice serving corporate and private clients alike.- Investments, Pensions, Protection & Mortgages

Joined May 2009
118 Photos and videos
Our offices will be closed for the Christmas Period from 1pm on Friday 20th December 2024 and will reopen Thursday 2nd January 8.30am . Our Firm wishes you a Christmas filled with love, laughter & goodwill
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Sadly, we say goodbye to Katy today after 8 years with us. We wish her all the success for the future within the NHS x you will be missed xx for sure xx but friends forever xx
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Extremely chuffed to be featured in #thetelegraph as one of the top rated firms in the country. Vouchedfor-telegraph-guide-2024-1.pdf
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We continue to strive to be amongst the best financial planning firms in the UK @romillyifa @VouchedFor Thank you to all our clients who took the time to write a review & recommend our services. @DStealey @sparkyrees @owenmorgan14
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Romilly Financial retweeted
Another huge β€˜THANK YOU’ to @romillyifa who are sponsoring tomorrow’s match ball for our 2nd XI who entertain @StFagansCricket at @PenarthClub. Thank you for your continued support. #RightArmOverHereWeGo 🐻
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Happy to be sponsoring @SpeakeasyClub1 @romillyifa Hope the weather is kind to you all β˜‚οΈβ›³οΈ
Final prep before the 3rd Speakeasy Classic charity golf day tomorrow. All for @LooseHeadz 2 #shareyourshirt raffle items up for grabs πŸ‘• 23/24 @dragonsrfc jersey kindly donated by head coach Dai Flanagan, & 2009 B&I Lions 🦁 jersey signed by Hook, Byrne, Williams, Phillips
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If you love books as much as we do please feel free to pop by & look through our newly stocked bookshelf #Books @romillyifa #Penarth 26 Hickman Rd, Penarth
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Today we are sponsoring 'Nearest to the Pin' @Oldpensgolfday Big Thank You to CS-Promotions for creating the banner for us #Oldpens
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Romilly Financial retweeted
πŸ“£ Game Day πŸ“£ Your Team for the final league game of the season! Big thanks to our Matchday Sponsor Cozzy Insulation Services and our Post Match Beverage Sponsor Romilly Financial πŸ†š Cilfynydd πŸ“… 10/05/24 πŸ“ Home at Old Pens ⏰ 18:45PM KO #div2ec #upthebears 🐻
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Very pleased with our adviser padfolios. Many thanks to @_ReDrink Made from recycled plastic bottles. redrink.co.uk/why-reusables #Sustainable #Reusable #savetheplanet
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The last Friday of 2023/2024 Tax Year And onto the next we go #TaxPlanning #heretohelp
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@Romillyfinancial are delighted to be awarded Top Rated Advice Firm 2024 πŸ˜€ @VouchedFor @DStealey @sparkyrees
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Happy St David's day 🏴󠁧󠁒󠁷󠁬󠁳󠁿
At last, it's March 1st. Happy start of meteorological spring, folks. 🌼 (Oh yes... and Happy St David's Day - Dydd Gšyl Dewi Hapus!) 🏴󠁧󠁒󠁷󠁬󠁳󠁿 #StDavidsDay #DyddGwylDewi
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Romilly Financial retweeted
Wow! Sunset in Penarth today! Photo by Dave @DStealey @romillyifa πŸŒ…πŸ“·
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An eventful year of sponsorships @Romillyifa helping out our Penarth Community clubs Merry Christmas to you all @PenarthRFC @penarthcricket @CoganCoroAFC @glamgolf @CardiffGangShow #Penarthyachtclub
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We would like to wish all our Clients, Friends, Followers and community a Merry Christmas and a prosperous 2024 In lieu of sending Christmas cards in the post this year, we have made a donation to a Charity called Headway, who work tirelessly to improve life after brain injury.
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National Insurance rate cut from 12% to 10% - starting in January bbc.co.uk/news/live/uk-67491… via @BBCNews

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Did you know? You can check what your state pension forecast will be by clicking on this link gov.uk/check-state-pension #PensionAwarenessWeek

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