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