Romilly Financial

Directions Website Contact the business

Romilly Financial A Financial Planning Practice serving personal and corporate clients alike. We build long-term relationships and help clients achieve financial security.

Our aim is to build long standing reliable relationships with net worth and aspirational people, who over time accept our mutual Trust.

This week is  , an annual UK campaign to encourage people to have more open conversations about personal finance, reduce...
02/11/2026

This week is , an annual UK campaign to encourage people to have more open conversations about personal finance, reduce money-related stress, and break financial taboos.

Having more frank conversations around financial matters can be hugely beneficial for everyone, so throughout the week we’ll be sharing some tips and ideas to help kick-start those chats with the different people in your life.

First up, we want to talk about raising money confident kids.

The earlier children start learning about money, the more confident and capable they tend to be with it as adults.

A few simple ways to start building good habits early:

1. Make it visible - let children see you budgeting, saving for something, or making spending choices. Small everyday decisions help normalise money conversations.
2. Use pocket money as a tool – this can help teach them budgeting and the value of money.
3. Talk about "wants" vs "needs" –this can lay the foundation for lifelong financial decision-making.
4. Answer questions honestly - if they ask what something costs or why you said no to a purchase, use it as a teaching moment rather than shutting the conversation down.

You don't need to have all the answers, just a willingness to talk openly.

5 "frightening" financial habits we'd like to banish this HalloweenWhilst financial planning can feel scary, a simple re...
30/10/2026

5 "frightening" financial habits we'd like to banish this Halloween

Whilst financial planning can feel scary, a simple review can help you put those fears to rest.

A wrap up of the Autumn Budget and what it could mean for your money whether you're a saver, business owner, first time ...
30/10/2026

A wrap up of the Autumn Budget and what it could mean for your money whether you're a saver, business owner, first time buyer or high earner.

If you want to discuss your specific circumstances and how the changes may impact you, please get in touch.

[email protected]
029 2041 5100

Don't let speculation drive your decisions.With the Autumn Budget fast approaching on 28th October, speculation has been...
26/10/2026

Don't let speculation drive your decisions.

With the Autumn Budget fast approaching on 28th October, speculation has been been hitting the headline for weeks.

Here's our advice: don't make any major financial decisions based on rumour.

Budget speculation happens every year and it's rarely a reliable guide to what's actually announced.

We recommend holding off on big financial decisions until the Budget has been delivered,
avoid restructuring your finances based on rumours and get in touch if you're unsure whether something you've read applies to you.

Once the Budget has been announced, we'll be breaking down exactly what it means – in simple, jargon-free terms across our social channels.

Looking for financial advice?We've been helping individuals and businesses make confident, informed financial decisions ...
22/10/2026

Looking for financial advice?

We've been helping individuals and businesses make confident, informed financial decisions for over 20 years.

Based in Penarth but supporting clients across the UK, our approach is simple...
We listen, we don't use jargon and we tailor all our advice.

Our team is always pleased to chat, so get in touch!

✉️ [email protected]
📞 029 2041 5100

19/10/2026

Our office will be closed this Wednesday morning ( 21st) due to essential electrical works. Our team will be contactable via email & on our normal telephone number 02920 415100

Meet the Team Monday!This week we're introducing you to Tina Leonard, who is responsible for client management here at R...
19/10/2026

Meet the Team Monday!

This week we're introducing you to Tina Leonard, who is responsible for client management here at Romilly Financial.

Many of our clients are already very familiar with Tina, she's been with us since 2004 and has built long-standing relationships with them over that time.

We can't imagine the office without Tina being there, she's an integral part of our business.

Find out a little more about her!

Annuity or Drawdown - which could be right for you? When it comes to accessing your pension, there are two main routes, ...
14/10/2026

Annuity or Drawdown - which could be right for you?

When it comes to accessing your pension, there are two main routes, but they work very differently.

One option is an Annuity: You exchange your pot for a guaranteed income for life. They’re predictable, secure, but don’t offer any flexibility once set up.

Another option is a Drawdown: Your pension stays invested, and you draw an income from it as and when you need it. This is more flexible and your pot can continue to grow, but it also carries investment risk and there's no guarantee your money will last.

Many people choose a mix of both securing essential income with an annuity while keeping some funds flexible in drawdown.

There's no one-size-fits-all answer here. It comes down to your circumstances, other income, health, and appetite for risk.

If you want help deciding which approach suits you, contact our team.

✉️ [email protected]
☎️ 029 2041 5100

A new week and a new 5 star testimonial for Owen!This client came to us looking for advice around pensions, investment a...
12/10/2026

A new week and a new 5 star testimonial for Owen!

This client came to us looking for advice around pensions, investment and peace of mind that their long term financial goals were on track.

Having created a tailored plan based on their personal ambitions, we've been working closely with this client ensuring they're comfortable with their portfolio and answering any questions that come up due to market changes.

If this approach to financial advice sounds like something you can benefit from, get in touch.

In case you missed it, we recently shared the news about appointing experienced Financial Planner Luke Probert to the bu...
08/10/2026

In case you missed it, we recently shared the news about appointing experienced Financial Planner Luke Probert to the business.

Luke's experience, approach and values make him a great fit. His ability to take complex information and make it understandable is particularly important to us because we believe good financial advice should give people clarity and confidence, rather than leave them feeling overwhelmed.

Read the full article here:

Penarth-based financial planning firm Romilly Financial has strengthened its team with the appointment of experienced Financial Planner Luke Probert, DipPFS, supporting the firm's continued commitment to putting clients at the heart of its approach to financial planning. Luke joined Romilly Financia...

Address

26 Hickman Road
Penarth
CF642AL

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 1pm

Alerts

Be the first to know and let us send you an email when Romilly Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Romilly Financial:

Shortcuts

Share

Nearby finance companies