Our Expertise

Independent Financial Advisers

Regency has been in existence for 40 years and so has clients where we have looked after them throughout their career and are now often dealing with their children as current clients.

Each current consultant has at least 12 years industry experience which means that we have been able to steer our clients through different conditions ranging from high inflation in the early 1990's, through to today’s current uncertainties.

We undertake a holistic and wide ranging approach to personal financial planning in order to arrive at tailor made solutions. We cover the broad areas of:

Protection	Savings	Mortgages
Protection for individuals and companies, various life assurances and sickness benefits.	All types of savings plans whether lump sum or regular contribution, insurance managed funds, ISAs and unit trusts, including offshore investments.	We have specialists who will advise on first time buyers, second mortgages, buy to lets and equity release plans.
Retirement	Care Fees Planning	Special Schemes
We look at pension arrangements in preparation for retirement to include stakeholder, personal pensions, executive pensions and self invested plans. At retirement and beyond we set up annuities and manage income withdrawal portfolios. We also advise on and arrange pension transfers.	This is a specialist area requiring careful attention and expertise in guiding people through a maze of regulation in the provision of long term care. We have qualified specialists with the necessary experience to advice on care fees planning.	We offer venture capital trusts, film schemes and similar arrangements.
		Estate Planning
		We offer advice on inheritance tax which includes will planning, life assurance and special trusts.