Regent Financial Management

Independent Financial Adviser  1 Kilwardby Mews, Ashby-de-la-Zouch, Leicestershire, LE65 2FR
First meeting at adviser's own cost
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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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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Unit trusts
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Lump sum
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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
Response rating
9.0/10
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FCA authorised
Last authorised 12th January 2021
Meet our advisers
Kerry Barnett
IFA

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
IFA

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.

What our clients say
We have been working with Kerry as our financial advisor for many years in fact it has been nearly 17 years since we first met. During that time she has given us excellent advice and financial options on all of our personal financial dealings. She has always dealt with us professionally and has even discussed our changing financial position with our accountant to ensure they meshed together, our accountants were very impressed by her financial and tax knowledge and ability. Kerry has excellent financial awareness of our changing needs, she is perceptive, patient and is a good listener, we have no doubts about her ability and her approach to advising and dealing with us both.
Bill and Pat Haley, Hinckley
Please note that I, Alan Palmer have no hesitation in recommending Regent F.M. for all manner of financial advice. It is very unlikely that you will find a better advisor anywhere and certainly, never more friendly.
Alan Palmer, Derby
Regent Financial Management have provided advice with regards to both personal wealth management and inheritance planning for the family. They have personable staff who are easy to deal with and provide a balanced view of the various financial products in the market place.
Mr G March, Rothley
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.

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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 12th January 2021

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