Regency Investments on Chartered Trail

Independent Financial Advisers

Egham-based independent financial planners Regency Investment Services has taken a step nearer to achieving chartered status with the announcement that board director Alan Lander has been awarded this prestigious qualification by the Personal Financial Society.

Regency Investment Services was founded in 1965 and since that time it has grown and evolved into a high-calibre company at the forefront of the financial services sector. It is aiming to become one of the first companies in the region to become a fully chartered, which will put it on a par with other professionals such as solicitors and accountants.

The highly qualified team at Regency takes a holistic and wide-ranging approach providing both individual and business clients with independent financial planning advice. They specialise in wealth management and pre- and post-retirement planning, but also offer expert financial advice on issues such as long term care, taxation and investments.

Alan, who worked in commercial banking for twenty years before moving into the financial services sector fifteen years ago, joined Regency Investment Services in 2006. He says: "The industry's move towards greater professionalism means that the bar has been raised and companies such as Regency will benefit from this.

"Becoming a chartered financial adviser is an important step both personally and for the company. It means we will be ready to embrace the changes that will come as a result of the Government's Pensions Review and Retail Distribution Review, and also that we are fully qualified to help people with complex and demanding cases that other more general providers, such as banks, cannot."

Alan also stresses that becoming chartered reflects his and Regency's drive towards greater professionalism within the financial services sector. "We feel that it is an important step towards companies such as Regency being recognised as the very best in their field."

Regency Investment Services is based in Egham in Surrey. For further information call 01784 437611

ENDS

Press contact: Liz Scriven, Windsor Creative Communications, tel: 01372 210632 mobile: 07730 930555 email: PR@windsor-creative.com.

Established for 45 years.