Charles Royle and Company provides a full financial planning and advisory service to individuals living primarily in Teignbridge and throughout Devon and Cornwall.
The company is directly authorised by the Financial Conduct Authority.
Since 1990 our client base has grown every year, mainly through our clients advocating our services to their families and friends. In addition, we have developed strong links with a number of professional connections and well known local companies.
We provide financial advice to Devon & Cornwall Police, both officers and staff.
We were one of the first firms of Financial Advisers to achieve Investor in People accreditation in 1990 and to have successfully been reaccredited every 3 years with the latest in 2015. One of the reasons for our continued success is putting people first, recognising the contributions made by our staff in order to provide the professional and yet personal service that is valued by our clients.
The partners and advisers constantly update their knowledge in their specialist fields to ensure the most suitable advice is given to each and every client. Andrew Durban and Nicholas Richards are full members of the Society of Later Life Advisers (SOLLA), a ‘not for profit’ organisation established in 2008. One of SOLLA’s aims is to ensure consumers are able to obtain financial advice and have confidence their needs and requirements are met by using a SOLLA accredited Financial Adviser.
Andrew and Nicholas hold the Specialist Long Term Care Planning qualification through the Institute of Financial Services.
John Mills provides specialist investment and pension advice, helping clients to accrue and protect their wealth. Also, he advises clients at retirement on the most suitable option to draw down their pension benefits.
Keith Mitchell heads up the mortgage department and is assisted by Jenny Perriam and Kelly Yeo. Jenny is qualified to provide advice on life cover, critical illness, income protection and private medical insurance.
In addition, Jenny is qualified to give advice on equity release and is a member of the Equity Release Council.
1. Financial Protection
5. Later Life
6. Equity Release