Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd is a financial advisory firm based in Manchester. The company offers financial planning services covering pensions, investments and life insurance. It provides investment management services for clients with over £250,000 of investable assets. All of its business is obtained through word of mouth, referrals from friends and family, or direct client contact. Old Royle Wealth Management is registered in England & Wales.

It is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice on its website is restricted to consumers based in the UK. It retains personal data for minimum periods of five years for investment business, three years for mortgage business, indefinitely for pension transfers and opt-outs, and three years for insurance business. It will not keep personal data for longer than 6 years after its relationship with a client has ended.

Pension reviews, investment management and ongoing financial planning are the services that feature most often in feedback left by clients of this Manchester practice, and the work of adviser Richard Clayton is named throughout. More than one customer describes moving across after previous arrangements had failed to grow their funds, reporting that pension performance improved and that charges were reasonable. Reviews time and again mention the clarity of his explanations, which they say make complex financial matters straightforward to follow, with questions answered fully and no pressure to decide quickly.

Reliability and availability come up again and again, with clients noting that he is easy to contact and responsive across relationships lasting several years. The honesty and pragmatism he brings are singled out by people who had earlier experiences elsewhere, and the confidence this creates is a theme running through the accounts. Taking time to understand individual circumstances, reviewing existing pensions and setting out options clearly are the elements customers return to when describing the advice they received, alongside a steady approach that has served them well over the long term.