Here at Regentia Lifestyle Planning we believe in good old fashioned client-centred advice and services.

We aim to give every client an individually tailored service to help meet their objectives.


Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being…

Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements…

Protecting you and your estate

Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy. But while many people are aware of the need for IHT planning…

Corporate Services

Running a successful business takes time, commitment, hard work and determination. This means that owners have little time to think about their own financial…

About Regentia Lifestyle Planning

We consider wealth management to be the provision of personal, face-to-face advice, designed to suit our clients’ individual long-term requirements and putting them firmly at the centre of everything we do

Bespoke Services

  • Tax Year planning
  • Investments
  • Retirement Planning
  • Protecting Your Estate
  • Corporate Services
  • Personal Cash & Borrowings
  • Other Services

We are here to help and would be delighted to work with you, if you would like to arrange a no obligation review please call us on 01924 566010

With Brexit now less than a year away, how insular are your investments? Brexit – or more accurately the start of the transition/implementation period of the UK leaving the EU – begins on 29 March 2019. By the end of the following year, the UK’s......

There are advantages to planning your ISA investments around the start of the tax year. With ISAs all the taxation benefits occur after investment is made, yet the focus is often on year-end contributions. Various articles on ISAs filled the weekend press in March, and......

Important changes for venture capital schemes and enterprise investment have recently come into effect.  New ‘risk-to-capital’ conditions apply to investments in venture capital trusts (VCTs), enterprise investment schemes (EISs) and seed enterprise investment schemes (SEISs). The changes took effect on 15 March 2018, when the......