Regency Financial Consultancy

Independent Financial Adviser  14 Broome Court, Bracknell, Berkshire, RG12 7AB
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FCA authorised
Last authorised 3rd August 2020
Regency offers an independent, bespoke financial planning service. Please do contact us for friendly, professional advice.
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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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Deborah Cooke DipPFS BA(Hons)
Partner
Tony Gleed DipPFS
Partner
About us

Regency was established in May 2002. We have two advisers with over 40 years experience between them. We can provide a comprehensive professional service offering advice on all areas of financial planning including setting up wills and trusts and Inheritance Tax planning, retirement planning and the provision of investment advice.

In terms of investment advice, our clients' needs vary from those with large amounts for consideration to those with relatively modest sums.

We currently work on either a fee or commission basis. All costs will be discussed at your initial meeting, which will be at our expense.

Our services

We pride ourselves on providing an independent, bespoke, friendly and professional service.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

14 Broome Court, Bracknell, Berkshire, RG12 7AB

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