At Regency, we place our clients at the heart of the business. We believe that the best way to give personalised financial and investment planning advice is through our elite team of professional advisers supported by a well-trained efficient administrative office team.
We ensure that our clients receive consistent high quality advice to help them achieve their financial goals. We understand that regular client contact and financial reviews are the key to successful financial planning simply because the world does not stay the same. Your circumstances change. Taxation, regulation and laws change. Financial products change. Regency Financial Planning exists to guide and support you throughout your financial life and respond to these changes.
We work with our clients, existing professional advisers and liaise with other specialists and experts, as required, to provide a cohesive wealth management solution. Our structured advice process is designed to help our clients make informed decisions and avoid costly errors.
Our philosophy is simple, to provide a highly personalised service with the aim of “earning the right” to be considered as your trusted financial adviser.