01784437611 ask@regencyinvestment.com

Who we are

Here for you

We are committed to developing and maintaining the knowledge and capability of our people so that we can deliver the highest quality advice.

We follow a demanding code of ethical practice and work in a principled manner that places clients' interests at the heart of the advice given.

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.

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

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.

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