Providing full financial advice & planning for complete peace of mind
At Old Royle Wealth Management we specialise in the provision of face-to-face independent financial advice to individuals, families, trustees, directors & businesses. We truly believe we have created a culture where clients come first and we believe that you will notice the difference. We have a firm commitment to being independent and believe that this route will stand the test of time. To us it is clear that by offering a whole of market choice, we can offer our customers the very best unbiased financial advice.
We are fully authorised and regulated by the Financial Conduct Authority and committed to the highest levels of financial advice, service and technical support – click here to go to the FCA website and register. Old Royle Wealth Management was founded with the philosophy of providing an invaluable resource to those individuals who need professional advice. No call centres, no call options, just real people providing quality financial advice and service clients across the UK, helping clients with investable assets of over £100,000. We are a professional wealth management firm that provide bespoke investment, retirement, and estate planning solutions as well as taxation and protection advice. That is why, rather than offering you an off the shelf financial plan, we take the time to find out about you, your current financial situation and your short, medium and long term goals. Only then will we make firm recommendations about how you should plan for your future. It takes longer, but we consider the investment in time and effort more than worth it, both for you and for our reputation as a truly reputable financial planning firm.