Client Service

Client Service Levels

> For both wealth management and financial planning, Regency Investment Services offer a clear and straightforward service structure based on agreed minimum levels of service.

> At entry level, our service is standardised for efficiency and at higher levels, it is tailored to meet the individual needs of each client.

All our clients receive added value from our ongoing reviews and follow-up service.

> Our team of highly qualified advisers has specialist knowledge in complex financial areas such as retirement options, inheritance tax planning and wealth management.


   Services

  Premier

  Executive

  Select
  Adviser led meetings      2 p.a 1 p.a biennial
  Administrative support      named individuals team team     
  Portfolio valuations      4 p.a 2 p.a 1 p.a     
  Office based meetings                               
  Client location meetings                               
  Seminars/workshops                               
  Triangular serice with
  Other professionals 		                              
  Investment committee research                               
  Active portfolio
  Re-structuring/re-balancing		                               
  Annual newsletter                               
  Half yearly tax briefs                               
  Advice on cash management                               


Established for 45 years.