Charles Royle and Company

24/12/2025

Wishing all our clients a very Merry Christmas and a Happy New Year!

Please note our offices will be closed from 12pm today and will re-open on Friday 2nd January 2026.

03/12/2025

"My Wife and I set up an investment thorough Charles Royle. Simon Barker was our Adviser and I have to say he was absolutely outstanding in every respect. I would not hesitate to use the services of Charles Royle and highly recommend them. Many thanks."

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧[email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

15/09/2025

“What Happens To Your Pension If You Change Jobs?”

Changing jobs can be exciting - but what about the pension you leave behind? Here are a few things to keep in mind:

• Workplace pensions & auto-enrolment: Most employers now automatically enrol you into their workplace scheme. Each time you switch jobs, you may end up with a new pension pot.

• Multiple “small pots”: If you’ve had several roles, you might be juggling multiple pensions. You can usually leave them where they are, transfer them into your new scheme, or consider consolidating into one.

• Why it matters: Keeping track of your pensions ensures you don’t miss out on savings that could make a big difference to your retirement income.

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧 [email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

11/09/2025

"Such a smooth process using Charles Royle (Lee in particular!). I was recommended by a family member and they made the experience as easy as possible for me, finding the best rates and handling all communication with my mortgage provider. Would highly recommend to anyone."

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧[email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

09/09/2025

"Great service renewing our mortgage with Lee again. He's very diligent. He checks the new rates every month leading up to the renewal date and if they go down he locks them in. Quick and simple and saving us money on our mortgage repayments."

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧 [email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

We are passionate about helping and supporting our clients reach their financial goals
FCA No. 145844

30/07/2025

"A big thank you to Simon and the team at Charles Royle and Company for sorting out my pensions, they were 100% on the ball and cannot recommend them enough. Thank you."

As a company we pride ourselves on providing the best possible service to our clients and it is always a pleasure to receive positive feedback from our clients after business has been completed.

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧 [email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

18/06/2025

"John Mills and the team at Charles Royle and Company are second to none.

Polite, professional and always helpful. They have helped guide our family's financial decisions and their advice has always been carefully considered and reflective of our needs.

I have recommended them to friends and colleagues as I'm confident in their abilities. Thank you to all the team."

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧[email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

03/06/2025

We have recently received our 125th Google review from one of Simon's clients;

⭐⭐⭐⭐⭐

"When my job finished, I needed to start looking at my pensions to boost my state pension. Speaking to Pension Wise, they recommended I speak to 3 different finance companies. I settled on Charles Royle. Simon was extremely helpful and very, very patient as I repeated various questions because I was slow in understanding how everything should work. He advised me on various routes of action and the outcome of each one. He asked me on various occasions what I wanted for my lifestyle and advised accordingly. The communication from both Simon and his assistant, John, was tops, keeping me informed of each step as it occurred. All pensions have now transferred to my new provider and they have started paying my monthly income. I wouldn't have known or understood what to do without Simon's help and advice and, more importantly to me, patience. Highly recommended."

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧 [email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

16/05/2025

Yesterday was the end of an era as Sara McIntyre retired from the business having been here since 1997!

We are all sad to see her go and wish Sara the very best for her retirement and future plans.

Happy Retirement Sara! 🍾🎉🎈

12/03/2025

Simon Barker recently received the following review from one of his clients;

“I wanted a simple, uncomplicated investment policy that would provide a regular income on my retirement after selling my business. Simon Barker suggested exactly the type of fund I wanted - keeping it all so simple. The whole transaction was monitored from start to finish and I now have peace of mind as to a future pension. If you want straight forward advice and care, I thoroughly recommend Charles Royle.”

If you, your family or friends require any financial assistance, please do not hesitate to contact us on ☎️ 01626 332083 or via email, 📧 [email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

23/01/2025

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"Friendly and thorough service and found us a great mortgage deal for our particular needs. Highly recommended."

If you, your family or friends require any financial assistance, please do not hesitate to contact us on ☎️ 01626 332083 or via email, 📧 [email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.

08/01/2025

"I contacted Charles Royle when I needed help sorting out my pension. I would highly recommend them, especially Paul Williams, he was very helpful and efficient in explaining everything in plain English, helping me to make the right choice of pension for my needs. Nothing was too much trouble, a big thank you for all your help."

If you, your family or friends require any financial assistance, please do not hesitate to contact us on 📞 01626 332083 or via email, 📧 [email protected].

The first appointment is free of charge and the adviser will discuss all potential charges with you before any business goes ahead.