01784437611 ask@regencyinvestment.com

Who we are

We are Chartered Financial Planners here for you

This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so that they can deliver the highest quality advice.

Chartered firms must also follow a demanding code of ethical practice. This means that they must work in a principled manner that places clients' interests at the heart of the advice they give. Chartered status - granted by the Privy Council - is the industry gold standard for financial planners and is currently met by only around 500 firms across the country.

Who we are and the way we do business

At Regency, we undertake a holistic and wide ranging approach to personal financial planning with the objective of producing a tailor made solution for each client. We take our Independent status very seriously and research the whole market as we are not restricted to any single company or group.

You may be at the stage of your life where you need expert input on how best to protect you and your family in the case of death or serious illness. You may need to save for school or university fees and we can provide a strategy, with regular reviews to help keep you on course. We place particular emphasis on regular client reviews as these will keep you up to date with changing tax and other legislation and, of course, your own changing circumstances.

When you approach retirement our role is to help you decide when and how best to take your pension benefits. You may require the security of guaranteed income offered by an annuity or the flexibility of drawing income from your own managed pension portfolio - or a combination of methods. If you already have accumulated several pension pots from different sources we can analyse these and offer consolidation advice.

Should you be suffering ill health at retirement we will seek out enhanced terms for you; we would also advise on how best to minimise Inheritance Tax and retain assets for your heirs to enjoy once you are out of the picture.

Get in touch

Regency Investment Services Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 125678 http://www.fca.org.uk/register.

Regency Investment Services Ltd Registered Address: 189 High Street, Egham, TW20 9ED. Registered in England & Wales, No. 01409821.

Neither Regency Investment Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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