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.
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.
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.
Louise recently joined Regentia Lifestyle Planning, bringing with her over thirty years’ experience in the industry. Her background consists of working in banks to continuing into independent financial practices.
Her role is to assist with any client queries, being the first person that clients will contact. Although Louise is admin and a paraplanner, her attention to detail allows her to focus on the job in hand to assist advisers and work to timescales.
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”
Nick has over 25 years’ experience in the Financial Services Industry spending the last five years as an Independent Financial Adviser. Nick holds the Chartered Insurance Institute 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.
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.
Rob has worked in financial services since leaving university in 2004, spending the last 13 years working in a well-known corporate bank as a financial consultant and then more recently a large multi-estate agency as an area mortgage broker. Although 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 intergenerational mortgage planning, buy to let, first time buyers and remortgages.
Rob's motto is to ``plan with foresight rather than regret with hindsight``
Tom has 7 years’ experience of working with Independent Financial Advisers. He primarily focuses on paraplanning duties and supporting the advisers, as well as undertaking some admin duties. His key role is to support the advisers, write suitability reports and help support the administration team.