Regent Financial Management

Independent Financial Adviser  1 Kilwardby Mews, Ashby-de-la-Zouch, Leicestershire, LE65 2FR
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FCA authorised
Last authorised 14th June 2021
Regent Financial Management are Independent Financial Advisers in the East Midlands and we provide experienced advice bespoke to each individual client or company. Understanding your needs and aspirations and developing a close relationship is our aim.
We can advise you on
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Annuity purchase
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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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Unit trusts
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Lump sum
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School fees planning
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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
Meet our advisers
Mr Andrew Carley
IFA
Ms Kerry Barnett
IFA
About us

Whether it is about retirement, investing, Inheritance tax Planning or we will ensure it is all presented in plain English with no jargon.

Our services

Our long term experience will be obvious when we meet and we keep costs to a minimum as we are well established and have a no pressure approach.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

1 Kilwardby Mews, Kilwardby Street, Ashby-de-la-Zouch, Leicestershire, LE65 2FR

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