Oldroyle Avaliações 4

We have been with Richard at Old Royle as our financial advisor for several years now. Prior to contacting Richard we felt that we didn’t have control over our investments including pensions and we didn’t feel we were planning enough for our future. Richard spent a lot of time with us getting to know our financial position, our attitude to risk and what are plans are for the next few years and longer term. Having done that he then established an investment portfolio where we can see how everything is performing and what our options are for the future. This portfolio has done very well since we started with Richard and he regularly catches up with us to make sure it’s meeting our needs.
Richard is always friendly, helpful and keeps on top of changes. Definitely worth a 5 star review.

Absolute gold standard service!
My work pension was languishing in a black hole of minimal returns. I knew this could not continue.
After much "umming & aahing", I took the plunge and contacted OldRoyale. Slightly hesitant, due to the risk associated with pensions, I read the reviews and made the call. My only regret was not contacting Richard sooner!
This is a business, that is not only wholly transparent, but is underpinned by integrity and honesty. I am thrilled by how much my pot has grown in a year. Pension investments do fluctuate, but right from the very start, you are aware of the risks and rewards.
I sleep well at night knowing that my investment is in the very capable hands of Richard and his team.
Don't think about contacting him...just do it.

My experience started over 2 years ago as I headed in to retirement, time was taken to fully understand my circumstances before coming back with a well researched, detailed and recommended plan.
I get regular follow up reviews and feel I can contact for further discussion whenever needed.

My experience with Old Royle has been 100% positive. Richard has been friendly, knowledgable and thorough, talking me through everything I need to know in a clear and helpful way. He has made sure that I understand my options fully before making any decisions. And has answered my many questions and requests for more information.

Everything is going well and I’m very satisfied.