Romilly Financial, based on Hickman Road in Penarth, has been shortlisted in the Financial & Legal Provider of the Year category.
The nomination recognises firms that demonstrate technical expertise, clear client communication, and a contribution to Cardiff’s growing professional services sector.
Founded by chartered financial planner David Stealey, the firm has supported clients across Cardiff and beyond for nearly 30 years, while maintaining strong roots in the Penarth community.
Mr Stealey said: “We’re incredibly proud to be shortlisted.
“As a team based in Penarth, it means a lot to be recognised alongside other professional services firms contributing to Cardiff’s reputation.”
Romilly Financial is known for its straightforward, long-term financial planning advice covering retirement, investments, estate planning, and protecting family wealth.
In recent years, team members have achieved key professional qualifications, including Chartered Financial Planner status.
In addition to its client services, Romilly Financial supports a number of Welsh charities and community projects.
These include fundraising for the Craig Maxwell rowing challenge, supporting the Huggard Centre in Cardiff, and sponsoring local sports teams including Penarth Cricket Club and Cogan Coronation FC.
The Cardiff Life Awards celebrate the very best of businesses across the capital and surrounding areas, highlighting organisations that contribute to the region’s economic and professional success.
Winners will be announced on the Thursday 14 May at the National Museum, Cardiff.
Romilly Financial’s clients include individuals, families and business owners.
