0292 053 8418
Based in Penarth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2013
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 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
David has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 22 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
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 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
David has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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 VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 22 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
Household income
Mortgage value
Savings
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.