Regency Wealth Management
Company Management

Regency Wealth Management

Financial Services Wakefield, United Kingdom 13 employees
Employees
13

Regency Wealth Management Overview

Headquarters
Wakefield, United Kingdom
Phone Number
Available in AeroLeads
Website
regencywm.co.uk
Industry
Financial Services
Employees
13
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Regency Wealth Management

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.

Regency Wealth Management Contact Details

People in AeroLeads
4

Regency Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Peter Whittaker Dipfa Mifs Director, Wealth Management Consultant. Growing , Managing and Preserving Wealth for My Clients.
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Adam Carnall Chartered Financial Planner Specialising in Wealth Management for Directors, Entrepreneurs & Hnw Investments-tax Efficiency-trusts - Retirement
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Sophie Scott Dippfs 💼 Helping Business Owners Grow Wealth, Reduce Tax & Secure Their Future - Financial Adviser at Regency Wealth Management - Goal-focused Financial
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Lisa Hair (Fpfs) Chartered Financial Planner Chartered Financial Adviser of Regency Wealth Management a Partner Practice of St. James's Place Wealth Management
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Employees by Management Level

Individual contributor 7 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 1 1
IT 1 0 1

Regency Wealth Management Tech Stack

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