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.

Read more

 

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.

Read more for further details on this and the associated costs

 

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.

Read more

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.