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 latest quarterly review of the FTSE 100 revealed common misunderstandings about how the index is drawn up. Every quarter FTSE Russell, which operates all the FTSE indices, decides which companies are promoted or demoted from the FTSE 100 index. There had been speculation that......

National Savings & Investments (NS&I) has introduced limits on its offerings for wealthier savers.  In mid-June NS&I announced a revision to the terms of its popular Guaranteed Growth and Guaranteed Income Bonds. The interest rates were left unchanged, but the maximum investment per person, per......

Important changes affecting Chinese market indices took effect in June 2018, which could affect emerging market funds. On 1 June 2018, the index provider MSCI added 233 domestic Chinese stocks to its emerging market and global indices. MSCI has some of the most widely used......