David Stealey

David Stealey

Romilly Financial

Minimum savings/pensions: Over £100,000

0292 053 8418
Based in Penarth
View location

Top Rated 2025
Verified since: October, 2013

4.9 out of 5

136 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    David has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 30 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 14

    Qualifications Uploaded

    14 qualification certificates available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 22

    Positive First Impressions

    95% of users who are not yet clients had a positive first experience with David

    95% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 22 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    David has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 30 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 14

    Qualifications Uploaded

    14 qualification certificates available to view

    David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 22

    Positive First Impressions

    95% of users who are not yet clients had a positive first experience with David

    95% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 22 first impressions)

As a 35 year financial services veteran and a Chartered Financial Planner I have been providing wealth planning advice to clients far and wide for a very long time. I am here to help you plan for retirement, build your savings, preserve your assets, borrow when you need to and protect your wealth for future generations. I want to make sure that you are another completely satisfied client who is happy to use us time and time again. My support team are well trained and experienced, with a deep knowledge of client service and 'The Romilly Way'. I am happy to discuss your requirements without charge, helping you to make the right decisions.

Offers available through VouchedFor

Contact David through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About David's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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Adviser Disclaimer

In order to make the meeting really useful for you I like have a conversation over the phone to go through what information we will need. Once done I am happy to travel to you.