Mortgages
Buying a house
Re-mortgaging
Buy to Let
Bridging loans
Our Services
Later Life
Paying for care
Financial assessment
Funding options
Benefits and grants
Investments
New investments
Restructuring existing investments
Retirement
Planning to retire
Already retired
Saving for retirement
Financial Protection
Family protection
Business protection
Protecting your health
Equity Release
Releasing capital
Generating income
Assisting family
Retirement Mortgages
Welcome to Charles Royle
The long term financial security of our clients is at the heart of what we do.
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.
We are independent and directly authorised by the Financial Conduct Authority.
Excellent service provided by the mortgage team. Kept us we’ll informed prior to our renewal date for all available offers.
Recently set up an investment with Charles Royle.John explained throughout the pros and cons.we were very happy with the result.
We have used the services of John Mills, of Charles Royle & Co, on several different occasions over a number of years now, and have always been very pleased with the high level of service provided, on a multitude of different proposals. Jeanna & Mike Dobson
Such a smooth process using Charles Royle (Lee in particular!). I was recommended by a family member and they made the experience as easy as possible for me, finding the best rates and handling all communication with my mortgage provider. Would highly recommend to anyone.
I have found that Charles Royle and Company are extremely friendly, personable, efficient and professional. Following my meeting with Simon Barker, a "Client Profile Report" and a "Report and Recommendations for Pension Arrangements" was produced. We had a follow-up meeting and it was all very easy to understand and I was confident that it was all accurate and suited my needs.
Excellent service and a great choice.
Excellent service and a great choice.
Lee and Bev have been fantastic throughout my mortgage renewal, consistently informing me of new lower rates in a fast changing financial climate.
Their persistent efforts to not only find the best offer, but also to chase me to complete any admin associated to the offer in time, goes above and beyond any service I have experienced. Thank you
Their persistent efforts to not only find the best offer, but also to chase me to complete any admin associated to the offer in time, goes above and beyond any service I have experienced. Thank you
Great service renewing our mortgage with Lee again. He's very diligent. He checks the new rates every month leading up to the renewal date and if they go down he locks them in. Quick and simple and saving us money on our mortgage repayments.
A big thankyou to Simon and the team at Charles royal and company for sorting out my pensions,they were 100% on the ball and cannot recommend them enough. Thankyou.
I have been retired for some years, with an adequate pension for my needs. I came into a significant (for me) sum of money for which I had no plans. I came to see Simon for help to invest it. He was very considerate and careful to find appropriate solutions to match my circumstances. He gave me confidence that he is a knowledgeable, trustworthy and capable professional financial adviser.
Trusted Expertise. Proven Results.
139
5 star reviews on Google
100+
years of combined experience across 4 advisers
100%
client satisfaction rate (based on all 5* Google Reviews)