Regency Wealth Management
- Expert
- Focused
- Bespoke
We’re all about you....
At Regency Wealth Management, we offer you tailored financial advice and support to help you meet your goals in life. We put you at the heart of our service, giving you personalised support through our elite team of professional advisers who are supported by our administrative office team.
What you can expect from us:
We’re here to give you focused and ongoing support throughout your financial life.
You’ll benefit from high quality advice focused on your specific lifestyle goals and objectives, along with regular reviews to monitor progress and fine-tune our advice as your circumstances change.
We can also work with any existing professional advisers you may have, while also liaising with other specialists and experts to provide a fully rounded wealth management solution from one single place.
Our Mission:
We aim to act as trusted advisers to our clients, offering both financial planning and wealth management. Our objective is to help our clients to realise their ambitions for their future with full peace of mind.
Regency Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Company Details
- Employees
- 13
- Address
- Unit 6 Calder Close, Wakefield,west Yorkshire Wf43ba,united Kingdom
- Phone
- (201)447-5850
- aa****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- regencywm.co.uk
- Keywords
- Wakefield.
- HQ
- Wakefield, West Yorkshire
Regency Wealth Management Questions
Regency Wealth Management's helpline number is (201)447-5850
Regency Wealth Management's website is regencywm.co.uk
Regency Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/regencywm
Regency Wealth Management has
13 employees.
View email and phone details for 13
employees at Regency Wealth Management.
Regency Wealth Management's industry is
Financial Services
Regency Wealth Management's top competitors are
Lakeside Wealth Management, Llc,
Fast Track Talent Academy,
Navigation Wealth Management Ltd,
Regency Wealth Management,
Bbt Group Ltd,
Libf India,
Lakeside Fs Ltd - Financial Solutions,
Mysolar Ireland,
Personal Finance Movement Ltd,
Ben Group.
Regency Wealth Management's support email address is aaran@regencywealth.com
Regency Wealth Management's categories are Financial Services
