Romilly Financial, a financial planning firm based in Penarth, hosted its first Summer Social at Hickman’s Penarth on July 2, with attendees from Penarth, Cardiff, and the Vale.
The event featured networking, drinks, and conversation on the terrace, offering an opportunity for meaningful connections in a casual environment.
David Stealey, chartered financial planner and managing director of Romilly Financial, said: “We’ve been part of the Penarth community for nearly 30 years, so bringing together clients, professional contacts and local businesses for an informal summer event felt like a great way to celebrate that.
“We’re incredibly grateful to everyone who joined us and helped make the evening such a success.”
Mr Stealey founded Romilly Financial nearly three decades ago.
The firm advises individuals, families, and business owners across Cardiff and beyond, offering independent financial planning.
Services include retirement planning, investments, estate planning, mortgages, and protection.
Romilly Financial holds professional accreditations, including SOLLA (Society of Later Life Advisers), and membership with STEP (Society of Trust and Estate Practitioners).
It was named a VouchedFor Top Rated Firm in 2025.
The company has recently become more involved in the Penarth business community, supporting local initiatives and events.
