Our objective is to provide a professional yet personal financial planning service, for your immediate needs, but also for the long term. We are passionate about helping our clients reach their goals, supporting them through transitions in life, and safeguarding their future. At Charles Royle and Company, we take pride in maintaining long standing client relationships.
Our friendly, honest and professional approach to financial planning will enable you to prioritise what is important in your life, so that you can achieve your objectives. At Charles Royle and Company we have introduced procedures to ensure we are able to continue to provide a personal service, whilst protecting the health and wellbeing of our clients and staff.
Our friendly, honest and professional approach to financial planning will enable you to prioritise what is important in your life, so that you can achieve your objectives. At Charles Royle and Company we have introduced procedures to ensure we are able to continue to provide a personal service, whilst protecting the health and wellbeing of our clients and staff.
Services
We have been helping clients obtain and restructure their mortgages for many years. We have the experience and expertise to successfully arrange a wide range of mortgages to suit your needs. Our comprehensive service includes researching and obtaining the most suitable mortgage for your individual requirements, overseeing the application process from start to finish and liaising with estate agents and solicitors.
People are now living longer, so long-term financial security is becoming an even more critical factor in ensuring your continued wellbeing, along with ongoing support to meet the complex needs of later life. Our experience with Later Life planning proved invaluable when supporting a client through a difficult transition in life which is highlighted below.
We have a wealth of experience, advising clients about their investments and making their finances work hard for them. It's key to our working practice that we discuss every option to enable our clients to achieve their financial goals in a complicated and uncertain world. It is important to us that we maintain a long term relationship with our clients to review how things are going.
At Charles Royle and Company, we have the expertise and experience to advise on a wide range of pension issues. We will break down the confusion surrounding pensions and work with you, at whatever age or stage of life you are at, to help you achieve the retirement plan you want. We have a wealth of experience in the pensions arena and have in depth up-to-date knowledge of the latest pension regulations.
Death and taxes are inevitable in life but at Charles Royle and Company, we can ensure that you and your dependants have the peace of mind and security to minimise any financial worries. Health is never valued until illness or injury occurs although there are a number of ways in which we can help individuals protect themselves against the financial consequences of ill health.
Reviews (17)
Stephanie Beckett
Jan 19, 2022
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Positive: Professionalism
I chose to use Charles Royle for help with a pension whose conditions I didn't understand and who were completely unhelpful & at times downright obstructive. At all times they have been friendly, helpful & explained things thoroughly. I will be continuing to use them for further pension advice.
I chose to use Charles Royle for help with a pension whose conditions I didn't understand and who were completely unhelpful & at times downright obstructive. At all times they have been friendly, helpful & explained things thoroughly. I will be continuing to use them for further pension advice.
Alastair Rowe
Jan 17, 2022
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Paul Williams at Charles Royle was very helpful when I made an investment
Paul made the process easy and straightforward
Paul went through ever step of the investment making sure I understand everything before he went onto the next stage
Paul backed everything up in writing
Paul spoke over the phone and by Zoom
Paul was very polite and helpful throughout
I would recommend Charles Royle for all your financial problems they are also a local firm
Paul made the process easy and straightforward
Paul went through ever step of the investment making sure I understand everything before he went onto the next stage
Paul backed everything up in writing
Paul spoke over the phone and by Zoom
Paul was very polite and helpful throughout
I would recommend Charles Royle for all your financial problems they are also a local firm
Jam
Dec 11, 2021
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Very pleased we found Charles Royle & company. They are very approachable and we have received excellent advice tailor made for our situation and over the past 6 years we have done better than expected even with the big pandemic crash. We had no qualms about investing more money on the advice of our financial advisor John Mills who spends a much time with you as is needed to sort things out, and who has always handled everything with courtesy and professionalism, always keeping his promise to phone us regularly with updates or further advice. We have recommended this company to many others.
Tony & Karen
Nov 10, 2021
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Glenn Bullock
Oct 29, 2021
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Positive: Professionalism, Responsiveness
John Mills at Charles Royle has always provided us with professional, efficient and supportive advice. during our latest dealings, he took time to ascertain our personal requirements and goals and provided recommendations to suit. We highly recommend John and his team at Charles Royle.
John Mills at Charles Royle has always provided us with professional, efficient and supportive advice. during our latest dealings, he took time to ascertain our personal requirements and goals and provided recommendations to suit. We highly recommend John and his team at Charles Royle.
Tim Dickinson
Oct 26, 2021
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Hannah Henderson
Oct 16, 2021
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Bernard Hembrough
Sep 10, 2021
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John Ardron
Aug 16, 2021
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I have a number of properties some of which are mortgaged. I always use Emma Witney from Charles Royle. Emma will contact me about two months before a product is due to expire. She will have prepared for our discussion and have the best new product ready to go. i absolutrly trust her to give me the best deal and make the right decisions fo rme. I find her efficient, effective, a good listener and very well informed. i have recommended Emma to a number of people and all my family members. I will be engagin Emma's services for the future.
Tony Shergold
Aug 08, 2021
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I’ve been using Charles Royle for over 20 years and have nothing but praise for every aspect I have had dealings with. Emma has recently secured me a mortgage. She was extremely professional and provided excellent advice and guidance through the process. Any problems were were quickly sorted out. I was very impressed and grateful for every thing she did. I would recommend Charles Royle without hesitation.
Sonnie Wills
Jul 18, 2021
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We've used Charles Royle several times and they've been brilliant. They have helped us every step of the way, not only with securing our mortgages but reviewing this periodically to ensure we're getting the best deal. Getting a mortgage - especially the first time - is really daunting and overwhelming and CR take all the stress out of it. Really can't recommend using their services enough.
Nevin Hunter Marine Coordinator
Jun 04, 2021
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My family have had dealings with Charles Royle and Company over many years. I have had recent dealings again and cannot praise Emma Whitney on the Mortgage Team more highly. She takes time to explain things thoroughly, is extremely efficient and as ever kept me updated on any work she has undertaken. You cannot go wrong with this company and I would recommend them to anyone thinking of having any dealings with them.
Willy W. Warne
Mar 04, 2021
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John Marks
Jan 29, 2021
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We are very pleased with the excellent service provided by Jenny who acted in a friendly and professional manner. She guided us through the process and kept us up-to date and well informed with emailsetc. The service was efficient, we will use Charles Royle again and recommend the company to our friends without reservation.
Caroline Rose
Oct 07, 2020
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Stephen Talbot
Aug 23, 2020
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Elaine Wotton
Apr 08, 2020
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