Charles Royle and Company - Newton Abbot

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Charles Royle and Company: A Trusted Financial Planning Partner

For individuals and families seeking expert financial planning guidance, Charles Royle and Company presents itself as a reputable and accessible firm. Located in the heart of Newton Abbot, Devon, the company operates from its address at 18 Devon Square, TQ12 2HR, United Kingdom. They maintain a dedicated phone line at 1626332083, and visitors can explore their services and resources further through their comprehensive website: charlesroyle.co.uk. The firm has garnered a significant number of positive reviews, reflecting a strong commitment to client satisfaction – evidenced by an impressive average rating of 5/5 across Google My Business.

About Charles Royle and Company

Charles Royle and Company specializes in providing tailored financial planning solutions to a diverse clientele. Their approach centers around building long-term relationships based on trust and transparency. They assist clients with a wide spectrum of financial needs, including pension planning, investment management, inheritance tax planning, and overall wealth management strategies. The company prides itself on a proactive and consultative style, taking the time to deeply understand each client’s unique circumstances, goals, and risk tolerance. They emphasize a holistic view of finances, considering not just the immediate needs but also the long-term implications of financial decisions.

Location and Accessibility

The firm’s physical location at 18 Devon Square offers a convenient and professional environment. Crucially, Charles Royle and Company has invested significantly in ensuring accessibility for all clients. The entrance is wheelchair accessible, and a dedicated parking area is also available for those requiring it. Furthermore, accessible restroom facilities are provided, demonstrating a clear commitment to inclusivity. This commitment to accessibility extends beyond the physical space, aiming to create a welcoming experience for everyone.

Key Features & Client Feedback

• Extensive Expertise: The team possesses a wealth of knowledge and experience in various areas of financial planning.
• Personalized Service: Clients consistently praise the firm’s ability to provide individualized advice, not generic solutions.
• Clear Communication: Clients report feeling well-informed and confident in the guidance they receive.
• Dedicated Support: The company emphasizes staying connected with clients throughout their financial journey, offering regular updates and responsive support.

The positive feedback suggests a strong emphasis on client care and a commitment to delivering reliable, trustworthy advice. The firm seems to foster a collaborative approach, ensuring clients feel involved and empowered in shaping their financial future.

Further Information

Charles Royle and Company currently holds 118 reviews on Google My Business, showcasing the breadth of client experiences. The company's website provides detailed information about its services, team members, and the planning process. They are dedicated to providing a seamless and reassuring experience for all their clients.

Recommendation: For individuals seeking a dependable and client-focused financial planner, Charles Royle and Company presents itself as an excellent choice. We encourage prospective clients to visit their website at charlesroyle.co.uk to learn more and schedule a consultation.

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👍 Reviews of Charles Royle and Company

Gilly M.

5/5

I am very happy with the service I have received from Simon Barker at Charles Royle. I chose this company for financial advice with my pension because I believe they are trustworthy and can be relied upon. I am at the start of my journey with Charles Royle but so far they have been professional and friendly in all their dealings with me and have kept me updated at every step of the way.

Simon S.

5/5

We have been with Charles Royle and Company for many years. More recently we have arranged a new mortgage after the existing fixed rate expired. They have been excellent and its refreshing to learn they are doing their best for customers.

Graham R.

5/5

We've been regular clients of Charles Royle & Co for over 30 years now and have never been let down. Their service is second to none with queries actioned swiftly and advice given in helpful detail, always relevant to our financial ambitions and lifestyle. Our recent contact has been in relation to mortgage services. We would not go anywhere else for financial advice

Marion G.

5/5

I contacted Charles Royle when I needed help sorting out my pension. I would highly recommend them, especially Paul Williams, he was very helpful and efficient in explaining everything in plain English, helping me to make the right choice of pension for my needs. Nothing was too much trouble, a big thank you for all your help.

Jodie C.

5/5

Excellent service, really helpful mortgage advice and they frequently updated us when the interest rates were changing for our new house purchase, to ensure we got the best rate. Would highly recommend. Very professional and efficient.

Ashleigh M.

5/5

I was delighted with the swift action from John Mills and his team in organising a pension withdrawal on my behalf in order to redeem my mortgage. Excellent work - highly recommended.

Alan R.

5/5

Lee dealt with our re-mortgage very recently. I have to say that he was superb in finding us the right deal. Time was no issue to him, he invited us to his office on a few occasions, made us coffee and made us feel very relaxed and comfortable. He treated us like VIPs and explained all our options with great clarity and detail. He ensured our needs were fully met and continued to monitor our options via diarised events in his work calendar. He emailed us regularly to give the latest update before the final deadline approached. At no time did we ever feels lost or worry that we had been forgotten about. Lee had his finger fully on the button at all times and ensured we were kept up to speed at all times. To top it all, he was a real gentleman who had a wonderful personality, friendly and humorous at all times while displaying the utmost professionalism in his approach to our needs. I cannot recommend Lee highly enough. We consider ourselves very fortunate in having found him and take pleasure in sharing him with anyone else who wants the best financial /mortgage consultant around. Thank you Lee and thank you Charles Royal and Co.

Stuart J.

5/5

Charles Royle have always been an outstanding company to deal with, ever since I first visited them and they helped me with my mortgage. Every renewal, I am contacted well in advance advising me of the best deals on the market and giving the best options available to me. Thank you for all your assistance, I cannot recommend you highly enough.