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.

Investments

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…

Protection

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…

Mortgage Advice

The earlier you get in touch with us regarding your mortgage needs the more we can help. That way we can…

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

The first six months of 2018 were unpredictable times for investors as global stock markets suffered a sudden bout of volatility. The unpredictability came as a major surprise after the general stability of 2017.  Once the dust had settled there was a mixture of good......

The long-term outlook for government finances suggests tax increases are inevitable. The Office for Budget Responsibility (OBR) produces medium-term financial forecasts alongside the Budget and Spring Statement, but that is not its only task. It is also required to take a longer-term view of the......

Draft legislation released in July contains more bad news for those renting out residential property. The Finance Bill 2018/19 draft legislation published just before the summer holidays has confirmed the following measures: From 6 April 2019, the rules for rent-a-room relief (which exempts up to......