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…


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

Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will be enough and how you’ll create an income. It’s often the financial side of retirement that people focus on. It’s understandable why. Retirement is a......

2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the year almost 13% up. It’s a reminder that while short-term volatility does happen, focusing on......