WELCOME TO Romilly Park Wealth Management

Financial Planners and Advisers in Vale of Glamorgan

The great joy of financial security is being free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. So it all starts with listening. We listen to your dreams, needs and hopes, and we formulate a plan which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

Who we are and what we do

This is the start of our journey together - to prepare the Financial Life Plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future. Call us today on 01446 500 262 and we'll be pleased to help you.

 

 

Financial Services

Our main financial services

Our vision is simple, we endeavour to put our clients at the very heart of all we do, and understand everyone’s financial situation is unique. That’s why we take the care and time to listen to your needs to ensure that any advice we offer is appropriate to their own particular circumstances and bespoke to you.

By working together, we produce a detailed Financial Life Plan tailored to help you meet your immediate, medium and long term goals which we review regularly to ensure you remain on course to an achievable and secure future.

We always look to build long-term relationships and understand that our clients place great trust in us when they choose us for their financial planning.

Pensions
A well prepared pension plan should go some way to providing you with a reasonable level of income in your retirement.
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Business Protection
Every business needs to protect itself. For most businesses the most valuable asset it has is its people.
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Savings & Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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How We Work

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

Our plan for you
1About You We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there So now we know where you are and where you want to be.
5Implementation It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
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Where we are

6b St Nicholas Road, Barry, Vale of Glamorgan, CF62 6QW

Romilly Park Wealth Management is a trading style of Seer Green Financial Planning Ltd (FCA no. 835318) who is an appointed representative of Quilter Financial Services Limited (FCA no. 440703) and Quilter Mortgage Planning Limited (FCA no. 440718) which are authorised and regulated by the Financial Conduct Authority.

Seer Green Financial Planning Ltd is registered in England and Wales, No: 11695251.  Registered Address: 6b St Nicholas Road, Barry, Vale of Glamorgan, CF62 6QW.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.  Tax Planning, Auto-Enrolments, Buy to Let Mortgages, Employee Benefits, Trusts, NEST, Commercial Mortgages and Risk Management are not regulated by the Financial Conduct Authority.

 

 

 

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