Our objective is to provide a professional yet personal financial planning service, for your immediate needs, but also for the long term. We are passionate about helping our clients reach their goals, supporting them through transitions in life, and safeguarding their future. At Charles Royle and Company, we take pride in maintaining long standing client relationships.
Our friendly, honest and professional approach to financial planning will enable you to prioritise what is important in your life, so that you can achieve your objectives. At Charles Royle and Company we have introduced procedures to ensure we are able to continue to provide a personal service, whilst protecting the health and wellbeing of our clients and staff.
Our friendly, honest and professional approach to financial planning will enable you to prioritise what is important in your life, so that you can achieve your objectives. At Charles Royle and Company we have introduced procedures to ensure we are able to continue to provide a personal service, whilst protecting the health and wellbeing of our clients and staff.
Services
Mortgages
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We have been helping clients obtain and restructure their mortgages for many years. We have the experience and expertise to successfully arrange a wide range of mortgages to suit your needs. Our comprehensive service includes researching and obtaining the most suitable mortgage for your individual requirements, overseeing the application process from start to finish and liaising with estate agents and solicitors.
Later Life
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People are now living longer, so long-term financial security is becoming an even more critical factor in ensuring your continued wellbeing, along with ongoing support to meet the complex needs of later life. Our experience with Later Life planning proved invaluable when supporting a client through a difficult transition in life which is highlighted below.
Investments
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We have a wealth of experience, advising clients about their investments and making their finances work hard for them. It's key to our working practice that we discuss every option to enable our clients to achieve their financial goals in a complicated and uncertain world. It is important to us that we maintain a long term relationship with our clients to review how things are going.
Retirement
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At Charles Royle and Company, we have the expertise and experience to advise on a wide range of pension issues. We will break down the confusion surrounding pensions and work with you, at whatever age or stage of life you are at, to help you achieve the retirement plan you want. We have a wealth of experience in the pensions arena and have in depth up-to-date knowledge of the latest pension regulations.
Financial Protection
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Death and taxes are inevitable in life but at Charles Royle and Company, we can ensure that you and your dependants have the peace of mind and security to minimise any financial worries. Health is never valued until illness or injury occurs although there are a number of ways in which we can help individuals protect themselves against the financial consequences of ill health.
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