Regent Financial Management

Independent Financial Adviser  1 Kilwardby Mews, Burbage, Leicestershire, LE10 3HU
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 important.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020
Meet our advisers
Kerry Barnett

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Andrew Carley

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

Whether its about retirement, a pension and investment portfolio, Inheritance tax Planning, business services or other assets our guidance and advice will be clear, concise and considered.

Our services

Our philosophy is to exceed clients expectations with a level of strategic thinking that enhances your future goals and objectives.

Where to find us
Head office address: 1 Kilwardby Mews, Kilwardby Street, Ashby-de-la-Zouch, Leicestershire, LE65 2FR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020

Similar advisers near you

Independent Financial Adviser 0.64 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 1.46 mi
Financial Advice based on Trust, Integrity and Independence. Advisers in Burbage and Leicester.
 
Independent Financial Adviser 2.71 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
 
Independent Financial Adviser 3.09 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.