Regentia Lifestyle Planning was founded by Daniel on the values of providing a holistic, client-centred package.
Daniel has been the director of Regentia Lifestyle Planning since 2014 and has over fifteen years’ experience in the industry, specialising in businesses and inheritance tax planning (IHT).
Daniel holds the Diploma in Financial Planning and is a member of the Personal Finance Society, the UK’s professional body for financial advisers. This signifies his commitment to high standards in knowledge, professional development and ethical behaviour within the business.