Regent Street Advisers - David Cole
Quality advice on Pension, Investment, Long Term Care and Protection needs given in a friendly, professional manner and in a way that you can easily understand.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 26th July 2021
What our clients say
We have received clear and concise advice and excellent service from David. He has good subject knowledge and we speak frequently about ongoing changes in the market
I required life insurance for both myself and my wife.
David was able to find solutions that fully met our requirements. His knowledge meant he was able to explain the intricacies of the products involved so we fully understood what each offered.
Yes, the life insurance is excellent value for money with a good provider.
With a change in my financial situation I was seeking advice for investments and the purchase of an additional private pension.
He provided sound advice with regard to the pension contribution and for the type of investment I required.
Both the pension and investment have exceeded my expectations.
David has always been most helpful in all matters, including the provision of appointments to suit and regular, up to date communication relating to products.
I wanted to understand my pension and get good advice.
David explained everything in a way that made sense. He also talked through all my options so that I understood exactly what I was doing. And always with a smile!
David located and transferred 5 of our pensions into a SSAS, he explained the benefits and drawbacks of doing this and liaised with all of the current providers for each of the pensions, David recommended a company who had extensive experience dealing with SSAS for small business like ours, after going into great detail to explain and arranging meetings with the trustees, we felt confident a SSAS was the right option for us, after that David and the trustees over saw the pension transfers and helped with every stage of setting up the SSAS and the investment purchase.
We had a fantastic outcome, the SSAS that was set up has now purchased business premises and is receiving rent, David has also been in touch to discuss the next steps of reinvesting the pension funds as they build.
We're still working towards a final resolution, but so far I am extremely happy. He had been clear about all the information he needs and had presented it back in a way that has made it easy to understand.
My husband and I were looking to maximise our pensions.
David recommended how best to proceed - what to move and what to keep. He was thorough and made sure we understood the possible outcomes of our choices.
I cannot think of anything that could have been done better and I have recommended David's services to friends
I needed advice about my British Gas Pension and did not have a clue. David was recommended to me by a trusted source and exceeded my expectations.
David studied my pension and offered several options regarding my desire to cash in my pension at 55. David gave me an overview of my options and provided all the relevant facts and figures which really helped me grasp the implications of my possible decision. David is a true professional and his knowledge is matched by his integrity and human approach.
The outcome I was hoping for was far exceeded and my income from my private pension will enable me to live comfortably and pursue some long term personal and financial plans.
As far as I am concerned David has helped me considerably and has always been able to reply to any questions and queries immediately.
We needed life assurance having bought a house.
David advised us very diligently and thoroughly on the life assurance options available, and the ones he regarded as the best choices. Very happy with the outcome.
We felt it was the right time to get advice about our money so contacted David who helped us to organise our financial affairs and gave us information on alternatives we hadn't considered or weren't aware of.
We have been very pleased with the service provided.
I was seeking advice concerning protection products, to provide some security for myself and my family. Although my situation was quite complicated, David made my decision very easy for me, laying out all the options in an easy to understand way. He clearly identified the positives and negatives of each option, so that I could make the best decision.
At Regent Street Advisers our clients are our highest priority we have built a business which holds true to traditional values, meaning you can trust us to give you the right financial advice and know you are safe in our care. Our ethics and expertise will enable you to make the right choices for your future - with us guiding you along the way. We will do this with passion and determination, so you can trust us to be your financial adviser and work with you to help you achieve your goals.
Pension, investment, long term care and protection advice.
Where to find us
Head office address: 19 Victoria Road, Barnsley, YO26 4UG
Minimum wealth (income/assets)
Minimum mortgage value
Online (Live chat, video, email)
Face to face