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.


The impact of Covid-19 has been felt by each of us and will continue to affect our daily lives for sometime.

We have given much thought to the official guidance and restrictions imposed by the government.

Charles Royle and Company remains open for business as usual.  We have introduced procedures to ensure we are able to continue to provide our clients with a personal service, whilst protecting the health and wellbeing of our staff.

Our staff are in the main working remotely, having embraced technology to enable us to maintain working procedures and remain connected with clients.

Despite the strange and unsettling times we are living through we are very much present.  If you need any help or reassurance please contact us, whether you are an existing client or feel you need an adviser.


Thank you very much for all that you have done. My wife and I are delighted with what we have achieved in a short space of time.
Client D.T