Regency Financial Consultancy

Independent 14 Broome Court, Bracknell, Berkshire, RG12 7AB
Response rating
7.0 /10
FCA verified
11th November 2019
Regency offers an independent, bespoke financial planning service. Please do contact us for friendly, professional advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Deborah Cooke DipPFS BA(Hons)
Partner
Tony Gleed DipPFS
Partner
Where to find us

14 Broome Court, Bracknell, Berkshire, RG12 7AB

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0