Call us on: 01924 566010

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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Daniel Walton

Managing Director

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Samantha Baker

Financial Planner & Director

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Michael Brooker

Senior Financial Planner

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Mark Huckerby

Financial Planner

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Financial Planner

Independent Financial Planner

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Tracey Reed

Financial Planner

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Tom Waite

Financial Planner

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Tom Grindle

Office Manager & Paraplanner

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Kala Beckett

Financial Planning Administrator & Paraplanner

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Katie Dixon

Financial Planning Administrator

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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