01784437611 ask@regencyinvestment.com

What we do

Our advice process - A typical client journey

We will invite you to a first meeting at our offices to discuss your requirements. This meeting will be at our expense.

This is an opportunity for you to find out more about Regency Investment Services and for us to see how we can help. We will discuss your expectations and establish your objectives.

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Client service - What you can expect from us

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

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Investment process

One of the most important services that Regency Investment Services provide is to help our clients to save both up to and beyond retirement. Initially, we help you assess your attitude to risk through the spectrum from Cautious to Speculative.

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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.

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