Charles Royle Financial Planning is an independent financial advisory firm established in 1990. We specialize in all aspects of financial planning, including buying a house, re-mortgaging, buy to let, bridging loans, paying for care, funding options, b…
Charles Royle and Company is an independent financial planning firm established in 1990, serving affluent individuals and families in the South West. The firm provides comprehensive financial advice across property purchase, remortgaging, buy-to-let investment, bridging loans, retirement planning and long-term care funding. Natural referral partners include solicitors handling property transactions, mortgage brokers arranging loan facilities, tax advisors optimising personal and business tax positions, and estate planning lawyers preparing wills and trusts. A referral makes sense when a client faces significant life events such as property purchase, retirement transition or inheritance planning that requires coordinated financial and legal guidance.