Regency Financial Planning was established as a Senior Partner Practice of St. James’s Place Wealth Management in April 2012 by Daniel Walton. His overall goal when creating Regency Financial Planning was to create an environment in which he and his advisers were able to provide a bespoke service to meet every client’s individual financial needs and service these clients to an exceptional standard on an on going basis. This goal was the main reason he chose to represent St. James's Place as he believes their client service is second to none.
It is this desire to provide a tailored, seamless service to our clients that remains at the core of our business. Here at Regency you will never receive off the shelf or packaged advice as we understand that each client has individual needs and aspirations and that these can be attained in many different ways, what suits one will rarely perfectly align with the attitude and needs of another.
When becoming a client at Regency you can rest assured you will be receiving an outstanding service from the outset and have a friendly face to turn to throughout your ever changing financial circumstances.