ABOUT US
Romilly Park Wealth Management
With our Head Office located in The Vale of Glamorgan and clients located throughout the UK, Romilly Park Wealth Management is a team of qualified experts who provide robust advice on a wide range of matters relating to mortgages, investments, pensions, tax planning, protection and insurance – both personal and corporate.
The team here at Romilly Park Wealth Management doesn’t believe in complicating things. The benefits for our clients are predicated on providing robust financial advice – clearly-presented, well-researched and smartly-managed.
You’ll find we are different to deal with than other firms – we are energetic, incisive, bright and dependable .
Get in touch, we’d be delighted to help you where we can.
Commercial mortgages are on a referral basis.
Corporate solutions:
Auto-enrolment & company pension schemes
Are you confident your workplace pension arrangements remain compliant with current auto-enrolment legislation?
Insurance & business protection
Are your business and your assets adequately protected, and in the most cost-effective way?
Directors / shareholders
Do you have key-man insurance and / or director / shareholder protection in place?
Employee benefit schemes
Would you like to enhance your ‘employer brand’ and provide more for your employees?
Tax planning & mitigation
Is your business operating in the most tax-efficient way?
Personal solutions for individuals / families:
Pension planning
When would you like to retire and how much income will you need?
Life assurance
How much cash would your family need to maintain their current lifestyle if you were to die prematurely?
Income protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Investments & regular savings
Are you making the most appropriate use of any spare capital or surplus income?
Mortgages
Do you want to reduce your current mortgage outlay, are you considering a buy-to-let, or are you moving home?
NEST, Trusts, Auto enrolment, some Employee Benefits, Tax planning including Inheritance Tax Planning, Risk Management and Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.
