Romilly Financial
About the Business
Romilly Financial is a premier finance establishment situated on Hickman Road in the charming town of Penarth in the United Kingdom. As a trusted point of interest for those seeking financial services, our institution operates with absolute integrity, professionalism, and dedication to delivering excellence in all aspects of our work.
At Romilly Financial, we have a team of highly experienced and qualified finance professionals who possess a wealth of expertise in the financial industry. Our staff understands the unique financial goals and priorities of our clients, and we are devoted to helping them achieve their financial aspirations with tailored solutions that meet their specific needs.
From savings plans and investment strategies to mortgages and inheritance tax planning, Romilly Financial provides a comprehensive portfolio of financial services to individuals and businesses. Our institution prides itself on its commitment to putting our clients first, and we strive to build long-lasting relationships with them, grounded on trust, transparency, and excellence in service.
Our inviting offices are situated in the heart of Penarth, making us easily accessible to clients near and far. We provide a warm, welcoming, and comfortable environment where clients can feel at ease discussing their financial plans and concerns.
At Romilly Financial, we take pride in being a leading finance establishment in the community. We are dedicated to helping individuals and businesses achieve financial success and prosperity by providing them with the diversified and personalized financial solutions they need to navigate the dynamic financial landscape of the modern world.
Location & Phone number
26 Hickman Rd, Penarth CF64 2AL, United Kingdom
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I dealt with Mandy during my process and she went above and beyond to help me. I honestly couldn’t thank her enough, she is an absolute credit to the company. She was always prompt with her replies and explain everything thoroughly. Thank you again Mandy."
"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."
"This firm is amazing. I was looked after by Marcus Rees and Katy O'Brien when I was looking for a mortgage. They took the pain out of a very challenging application process. They always got back to me when they said they would, were professional and reassuring even when Katy was having to work from home owing to Covid. Thank you!"
"Lovely honest people"
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