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 throughout the east of England. We cover across Norwich & Norfolk, Cambridge & Cambridgeshire , Ipswich & Suffolk and some further afield across the U.K, 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.

We place a strong emphasis on making the complex decisions easy for clients. We eliminate the complexity, provide you with clarity, and the decision making becomes easier.

Our ongoing services as your trusted financial adviser

The development of your personal financial plan is only the start of our commitment to you. As your financial adviser we would offer you an ongoing financial planning service which can include a personal review of your financial planning solutions, any changes in your circumstances, and the steps you need to take in order to continue to meet your financial objectives. You will also have unlimited telephone and email access to your financial advisor between reviews.

Financial adviser - East Anglia Norwich Norfolk Cambridge Cambridgeshire Ipswich Suffolk - IFA advice on Investment pension & retirement - Financial advisor
Going that extra mile to establish long-standing relationships

Going that extra mile to establish long-standing relationships

Traditional values, modern approach & an award winning network

Traditional values, modern approach & an award winning network

Highly personalised service in the privacy of your own home or workplace

Highly personalised service in the privacy of your own home or workplace

Clear advice with fair & transparent charges

Clear advice with fair & transparent charges

We invest time in our relationships

We invest time in our relationships

Honesty, integrity & pride

Honesty, integrity & pride

Quality advice

Quality advice

Trusted local firm

Trusted local firm