About Us

Managing money and understanding the workings of the financial world can be a time consuming and challenging task

Our clients come first

We provide our clients with trusted financial advice and an adviser who prides themselves on meeting your goals. We use a holistic approach and offer tailored advice to meet all your financial needs.




To ensure we provide a truly independent, highly client-focused service, we take great care to understand a client’s needs, expectations and attitude to risk before recommending an appropriate course of action.


At Regentia we are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face discussions with clients to help them achieve their financial objectives. The level of satisfaction may be judged by the fact that most of our new clients are as a result of personal recommendation by existing clients.

With all this in mind we aim to help you;

  • Identify your financial priorities and objectives.


  • Protect you and your family.


  • Help build and preserve your wealth.


  • Ensure costs are minimised and tax efficiency is maximised.

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 566 010.


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