Romilly Financial - Penarth

Matthew H.

The company I was employed by previously used Romilly for their pension contribution scheme.

I have left that employment after 7 years to become self employed. I contacted Marcus who seemed disinterested in helping move the pension from the start. I was asked to complete and sign an authorisation document for Romilly to obtain information from the pension provider. After a significant amount of time went by I contacted Romilly to find out if there was progress, I spoke to someone in the absence of Marcus who wanted £1,500 to port my pension to an alternative provider. The person I spoke with was unhelpful and dismissive of my basic questions. I was told to speak with Marcus when he comes back as they were not interested in helping me.

Marcus called me after some weeks had passed. Marcus would not help with with any questions I had regarding pensions (I am not an expert in pensions, that's why I approached them). I asked Marcus why he was unwilling to help me and why he seemed uninterested the new business I was trying provide him with, I asked if it was not high enough value to him? He laughed and said it was not high enough in value for him to be bothered with.

I am really disappointed that a company and an individual could have a attitude like this to a customer who doesn't know much about pensions and a customer who was handing them business.

I would avoid this company and find someone who genuinely wants the business and is happy to help you.

Tesni C.

I dealt with Mandy during my process and she went above and beyond to help me. I honestly couldn’t thank her enough, she is an absolute credit to the company. She was always prompt with her replies and explain everything thoroughly. Thank you again Mandy.

Inga V. D. B.

This firm is amazing. I was looked after by Marcus Rees and Katy O'Brien when I was looking for a mortgage. They took the pain out of a very challenging application process. They always got back to me when they said they would, were professional and reassuring even when Katy was having to work from home owing to Covid. Thank you!

Christian B.

Lovely honest people

Jo P. M.

Stephen B.

Christian B.

Kerry P.