Sir Samuel Romilly
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Romilly Financial, founded in 1997 by Chartered Financial Planner David Stealey, is an independent, fee-based advisory firm situated in Penarth, Vale of Glamorgan. With over 60 years of combined experience, the firm is dedicated to building strong, long-term relationships with both private and corporate clients, offering tailored financial planning and support.
Specialising in a range of services including pensions, investments, mortgages, estate planning, equity release, and protection insurance, Romilly Financial prides itself on providing independent advice based on clients' unique needs. Their team emphasises trust, integrity, and ongoing support to help clients navigate their financial journeys effectively.
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