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Meet our dedicated
team of highly skilled
individuals who understand
the market and offer
bespoke financial advice

Daniel Walton

Managing Director

Samantha Baker

Financial Planner & Director

Mark Huckerby

Financial Planner

Amy Precious

Financial Planner

Tracey Reed

Financial Planner

Tom Waite

Financial Planner

Andrew Bonner

Financial Planner

Tom Grindle

Office Manager & Paraplanner

Kala Beckett

Financial Planning Administrator & Paraplanner

Georgia Archdale

Financial Planning Assistant

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Regentia Lifestyle Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
You can check this on the Financial Services Register by visiting www.fca.org.uk/register or by contacting the FCA on 0800 111 6768.