Our Team

Regentia Lifestyle Planning has a dedicated team of highly skilled individuals who understand the market and offer bespoke financial advice.

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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.

Daniel Walton

Managing Director
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Adrienne’s role at Regentia Lifestyle Planning is to assist Daniel in the day to day running of the business as well as liaising with clients, she has over fifteen years’ experience as PA to directors which enables her to be able to adapt to any task she is presented with. Adrienne prepares for client appointments and organises client events also.

Adrienne Gillingham

PA to Daniel Walton
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Paul joined the Regentia team in September 2015 with a background of thirty one years in financial services. He has been successful in a number of roles including running his own financial services recruitment business for two years and working with a number of blue chip financial services businesses. Paul’s role within Regentia is to provide support to our advisers and ensure a high standard of service is delivered to our clients. A passionate worker, he is committed to making Regentia stand out from the crowd by ultimately making them the most recognised Wealth and Investment advisers in the North.

Paul Greveson

Business Development and Aquisitions Manager
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Michael has over thirty years’ experience in the industry, however, he has spent the last sixteen years as an Independent Financial Adviser. He prides himself on providing holistic financial planning to all of his clients with the clear goal of helping them to achieve their financial aspirations.

To ensure that Michael can offer a full “financial solutions” package he is able to call on a number of selected specialists within the Mortgage, Accountancy, Tax and Legal fields, whom he works hand in hand with, to ensure that all clients objectives can be met. Michael builds strong, long term relationships with his clients and their extended families and has built up a loyal client bank. He is also currently studying towards Chartered status.

His mission statement is “My objective is to help you achieve your financial objectives”

Michael Brooker

Senior Financial Planner
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Nick has over 25 years’ experience in the Financial Services Industry spending the last five years as an Independent Financial Adviser. Nick holds the Level 4 Diploma in Financial Planning.

Living locally he covers South and West Yorkshire offering friendly, helpful & impartial independent financial advice to all of his clients.

Nick builds strong, long term relationships with his clients and has built up a loyal client bank.

His mission statement is “I aim to help you achieve your financial objectives with a passion for building long term relationships”

Married to Joanne with three daughters Molly, Harriet and Olivia.

Nick Walton

Independent Financial Planner
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Rob has worked in financial services since leaving university in 2004. Having experience in a number of areas of financial planning Rob has joined the team to specialise in providing expert mortgage and protection advice in lending areas such as buy to let, first time buyers and remortgages.
More recently, after recognising the importance of intergenerational wealth and property planning Rob is now qualified and advising on equity release products. By being qualified to advise on both traditional mortgages and equity release/lifetime mortgages, clients can be assured that Rob will be able to find the most appropriate solution.

Rob Denton

Mortgage Adviser
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Mark Huckerby

Independent Financial Adviser
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John has worked in the Financial Services industry since 1989, firstly for two insurance companies and then from 2001 as an Independent Financial Adviser. He holds the Diploma in Financial Planning and is a member of the Chartered Insurance Institute and the Personal Finance Society which reflects his commitment to the highest ethical standards.
John specialises in advising company directors on all aspects of financial planning, particularly in commercial property purchase using pension fund money.
He has a wide range of clients, and has advised many through the process of retirement and investment, as well as helping with Inheritance Tax Planning.
John enjoys working in a multi-disciplinary team alongside clients’ Accountants and Solicitors to ensure the correct outcome is achieved.

John Bagshaw

Independent Financial Planner
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Sam joined the Regentia team as an Independent Financial Adviser in January 2020. Sam is also a Chartered Tax Adviser and has over 25 years experience in dealing with private clients and business owners.
Sam is passionate about providing a personal service to her clients bespoke and unique to them. She believes in a holistic approach to creating a financial plan for clients to help them map their future through investment and tax planning.
Sam’s specialisms include retirement planning, personal injury and clinical negligence, divorce settlements, maximising tax efficient use of business profits and business exit strategy. Sam uses cashflow lifestyle planning to help clients plan for future events, ensure sustainability and ensuring efficient tax planning is at the core of a financial plan.

Samantha Baker

Independent Financial Adviser
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Tom has over 8 years’ experience of working with Independent Financial Advisers. His role as Office Manager means he looks after the everyday work of the administration team and and is the first point of call for any adviser issues.

Tom also undertakes any paraplanning or administration duties when required.

He is currently working towards his Diploma in Financial Planning

Tom Grindle

Office Manager
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Kala has worked for Regentia Lifestyle Planning for just over 2 years. Her main role is to be the paraplanner for all our advisers. Kala also undertakes administration duties when required.

Kala Taylor

Paraplanner

Amy Mills

Administrator

Amy started working for Regentia Lifestyle Planning in February 2019 in an administration role. Amy undertakes the general administration tasks to help our adviser's give the best service to our clients.

Alongside her main administration duties, Amy has started undertaking a marketing role within the company and is looking at producing a newsletter for our mortgage, pension and investment clients.

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

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