Empowering Your Financial Future, One Relationship at a Time.
Our Vision
At Charles Royle, our mission is to empower individuals and families throughout their financial lives. We believe in a holistic approach to financial planning, focusing on securing your present, planning for the future, and protecting your goals.
Who We Are
Established in 1990, Charles Royle has grown into a trusted independent financial planning firm with a team of experienced professionals. We hold open communication and transparency at the heart of our client relationships, ensuring your concerns and aspirations are always understood.
Our Values
- Client-centricity: We prioritize your needs and goals, working collaboratively to create tailored plans.
- Integrity: We are committed to honest advice and ethical practices, adhering to the highest professional standards.
- Transparency: We provide clear and accessible information, empowering you to make informed financial decisions.
- Sustainability: We believe in planning for the long term, considering your financial goals across multiple generations.
1. Mortgages
- Guidance on purchasing a home, remortgaging, or securing a buy-to-let property.
- Specialized advice on equity release solutions to release capital and generate income.
2. Later Life Investments
- Personalized planning for long-term care costs and retirement income needs.
- Evaluation of later life options like equity release and downsizing.
3. Retirement Planning
- Comprehensive strategies to maximize your pension savings and retirement pots.
- Guidance on navigating complex retirement options and tax implications.
4. Financial Protection
- Comprehensive insurance reviews and risk management strategies.
- Planning for unexpected events like illness, disability, or financial hardship.
5. Equity Release
- Understanding your eligibility for equity release and exploring various plans and options.
- Personalized calculations and planning to ensure the right solution for your individual needs.
Our Team
Our team of experienced financial advisors, mortgage specialists, and support staff is dedicated to providing personalized attention and guidance every step of the way.
Exceptional Customer Service
Charles Royle's team, particularly Lee Stone, have received widespread acclaim for their professionalism, respectfulness, and financial expertise. Clients praise Lee's ability to find the right deals, ensuring their needs are met, and keeping them informed throughout the process. The team's approach is characterized by exceptional customer service, with a focus on clarity, detail, and a sense of urgency.
Attention to Detail
Reviewers consistently highlight the team's attention to detail, ensuring that clients receive the best possible deals. They emphasize the importance of having experts who understand their clients' needs and provide personalized advice. The team's ability to explain complex financial concepts in a clear and concise manner has been particularly praised.
Friendly and Humorous Approach
Lee's friendly and humorous demeanor has been noted as an added value, making clients feel at ease during what can be a stressful process. His willingness to go the extra mile, including making clients feel like VIPs, has contributed to his exceptional reputation.
Local Firm with a Personal Touch
The fact that Charles Royle is a local firm with a personal touch has been emphasized by several reviewers. They appreciate the team's understanding of their community and their ability to provide tailored advice.
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