What sets Old Royle apart from other providers of financial advice?

We understand that by appointing us as your financial adviser you are placing your trust in us. As a firm we feel we are large enough to offer a depth of expertise across a broad spectrum of financial matters. At the same time, we are small enough to be able to deliver an attentive level of service and develop a close working relationship with you based on trust and integrity.

We provide a trusted comprehensive personal financial planning service that includes investments, retirement planning & the protection of families and companies wealth to name but a few. We only recommend products which we would purchase ourselves.

What sets us apart from other financial advisers?

  A straight forward jargon free service

  We focus on building a long-term partnership between us and our clients, backed by detailed market expertise and the highest level of professionalism

  You will receive a personalised face-to-face advisory service from our business, whilst having access to a successful and hassle free investment experience tailored to your needs

  You can choose how you work with us; face to face meetings, telephone reviews, online experience or a combination of all. Work with real people who understand the world doesn’t revolve around call centres.

  Everything within our business model revolves around you the client and effective communications with you at all times.

  An appointed representative of the sense network – a multi award winning network

If you are looking for a Financial Adviser then make Old Royle Wealth Management your first port of call. We are fully Diploma qualified and hold the Statement of Professional Standing (SPS) as required by the Financial Conduct Authority (FCA), which governs financial advisers in the UK.

Old Royle Wealth Management Ltd are an appointed representative of the Sense Network who are authorised and regulated by the Financial Conduct Authority.

Who are the Sense network and why do Old Royle use them?

Sense network are a multi award winning network (see awards above) who assist and support us with various different aspects in being an authorised firm.

During Old Royle’s due diligence in choosing another financial institute to work with, apart from being multi award winning – it’s very clear to see why many financial advisers in the U.K use them. Sense network are a unique and innovative financial services organization and we feel they are leading the way in which wealth management will be provided in the future.

If you have any questions about our services, call us on
01603 964076.

You can also fill out the contact form below, and we’ll get in touch for a free, no-obligation chat