Old Royle Wealth Management Ltd
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
At Old Royle Wealth Management we specialize in the provision of face-to-face independent financial advice to individuals, families, trustees, directors & businesses. We truly believe we have created a culture where clients come first and we believe that you will notice the difference. We have a firm commitment to being independent and believe that this route will stand the test of time. To us it is clear that by offering a whole of market choice, we can offer our customers the very best unbiased financial advice.
It is doubtful that any firm would deem themselves less than experts in all fields of financial advice, however the proof is in the pudding as they say. Rather than write a long description about how good we are like some, with a free initial consultation we will leave that for you to decide. However, A few promises we can ensure are:
✔ Down to earth straight talking no jargon advice
✔ We will always say things as they are
✔ Direct contact with an adviser, no call centres or call options
✔ Independent advice (not restricted to one provider)
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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