A typical client journey
Take a long term perspective and build a secure and enduring home for your wealth.
Regency Investment Services has been providing high quality advice and financial services to our clients since 1965.
We have recently become part of the Kingswood Group, an integrated wealth management business who offer a comprehensive range of financial planning and investment services to clients around the UK.
Our highly experienced and qualified advisers provide unbiased advice on retail investment products and services.
We build relationships that last many years, if not decades. Year after year we work closely with our clients to help them attain their personal financial goals.
Take a long term perspective and build a secure and enduring home for your wealth.
The challenges and opportunities you face are unique. Our services are tailored to the individual needs of you and your family.
We are proud of all our relationships, often spanning generations.
Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775).
Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Oak House, Hirzel Street, St Peter Port, Guernsey GY1 3RH.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Please read our Privacy Policy before completing any enquiry form or before sending an email to us.
