Regal Independent Financial Services Ltd

Independent Financial Adviser  Regal House, Bradley Stoke, BS32 4NQ
First meeting at adviser's own cost
We will give first class advice and offer different levels of service to suit your requirements.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Taxation planning
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Group Pension/Stakeholder
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 17th January 2022
Meet our advisers
MR Andrew Owen DipPFS
IFA
MR Adrian Matthews
MR Martyn Pearce

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Nigel Pugh

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

MR Alastair Haining

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of investment products and the risks involved.

About us

We have many years of experience in finding the most suitable solution for our customers needs. With straightforward professional approach we can help our clients to unravel the complexities of financial planning.

In fact, all our advisers have over 10 years experience in helping clients.
Usually a meeting will start with a very broad discussion, before moving on to a more comprehensive review.

In any event our initial meeting is free of charge.

Our services

We provide advice in a straightforward manner in terms that our clients understand. We always listen to our clients.

Where to find us
Head office address: Regal House, 10 The Courtyard, Woodlands, Bradley Stoke, BS32 4NQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 17th January 2022

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