Charles Royle and Company

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.

About Us

We were the first firm of Financial Advisers in the South West to achieve Investors in People accreditation in 1990, and have successfully retained accreditation every 3 years with the latest in 2018.

 

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 personal service that is valued by our clients.

 

The partners Andrew Durban and Nicholas Richards alongside the advisers constantly update their knowledge in their specialist fields to ensure the most suitable advice is given to each and every client.

 

Nicholas Richards is a member 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.

 

Nicholas holds the Specialist Long Term Care Planning qualification through the Institute of Financial Services.

 

In addition to looking after clients Andrew also manages group pension schemes for a number of large employers in the area.

 

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.  

Emma Whitney heads up the mortgage department providing advice and guidance to clients looking to purchase a property, re-mortgage an existing arrangement or secure a buy to let mortgage.  

Jenny Perriam is provides specialist 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.  

Services

1. Financial Protection
2. Mortgages
3. Investment
4. Retirement
5. Later Life
6. Equity Release

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  • Charles Royle and Company

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Charles Royle and Company

Tel: 01626 332083

Email: info@charlesroyle.co.uk

Website: http://www.charlesroyle.co.uk

Address:
18 Devon Square Newton Abbot TQ12 2HR

Opening Hours:

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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 the first firm of Financial Advisers in the South West to achieve Investors in People accreditation in 1990, and have successfully retained accreditation every 3 years with the latest in 2018.

 

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 personal service that is valued by our clients.

 

The partners Andrew Durban and Nicholas Richards alongside the advisers constantly update their knowledge in their specialist fields to ensure the most suitable advice is given to each and every client.

 

Nicholas Richards is a member 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.

 

Nicholas holds the Specialist Long Term Care Planning qualification through the Institute of Financial Services.

 

In addition to looking after clients Andrew also manages group pension schemes for a number of large employers in the area.

 

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.

 

Emma Whitney heads up the mortgage department providing advice and guidance to clients looking to purchase a property, re-mortgage an existing arrangement or secure a buy to let mortgage.

 

Jenny Perriam is provides specialist 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
2. Mortgages
3. Investment
4. Retirement
5. Later Life
6. Equity Release

01626 332083
http://www.charlesroyle.co.uk
18 Devon Square Newton Abbot TQ12 2HR