Regentia Lifestyle Planning Ltd

Independent Financial Adviser Regentia Lifestyle Planning Ltd, Unit 6, Calder Close, Durkar, West Yorkshire, Wakefield, WF4 3BA
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
2nd December 2019
Call Nick Walton today for a no obligation initial consultation. Impartial Financial Advice tailored to your needs.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
Meet our advisers
Nick Walton Dip PFS
What our clients say
Nick has been my financial adviser for the last few years and I have been very pleased with what he has done for me. I would recommend him to more clients.
Peter, - Wakefield
Having dealt with Nick for the last few years I have plenty of confidence in his ability as a financial adviser. I am always pleased with the results I get from his knowledge, he seems to have the 'Midas' touch!
Janet, - Wakefield
I have known Nick for over seven years and find him easy to talk to and would have no hesitation in recommending his services.
Pat, - Crofton
Nick is careful, sensible and well-informed.
Jaqueline, - Huddersfield
Nick is very professional in all financial aspects. We feel confident in the knowledge that Nick seeks the best plans and policies on the market at the present time that suits our needs. We would have no problem in recommending him to others.
John & Karen, - Ossett
We have known & used Nick Walton's financial advisory services for many years. He has given us good sound advice & has a nice personal friendly manner.
Ian & Ann, - Ossett
Mr Walton has been my Financial Adviser for many years. He is a gentleman that genuinely cares about his clients financial wellbeing. Speaking from first hand experience his guidance and recommendations to date have been spot on. Thanks to his efforts and I may add, continual support my finances are in a very healthy state which would have not been the case had I gone it alone. It is thanks to Mr Walton and his expertise that I can now live comfortably in my retirement. I have no hesitation suggesting to others and indeed my sister who is herself reaping the rewards through his actions and guidance too.
Rosemary, - Wakefield
Nick has helped me as a health practitioner and self-employed person to think through financial options over recent years. He has always offered thoughtful, clear, sound advice in a friendly and professional manner. I would recommend his services.
Peter, - Dewsbury
Nick was recommended to us by a friend. It is obvious he enjoys his work. Being a family man Nick is aware of the need to take care of your finances for the future. Nick is very approachable and is patient, he didn't mind explaining things a couple of times if we didn't understand something, and he continues to touch base with us on a regular basis. A well advised Derek & Carron from Wakefield.
Derek & Carron, - Wakefield
I have been pleased to have Nick as my financial adviser for more than 10 years, firstly with NatWest. Easy going discussions and good advice always.
Leonard, - Bretton, West Yorkshire
I found Nick to be a reliable, knowledgeable professional who I can wholeheartedly recommend to anyone who requires financial advice.
Caroyln, - Wakefield
After discovering Nick via the unbiased website we had several meetings to determine the correct investment to best suit my needs. I found Nick to be a very patient, knowledgeable and helpful financial adviser all of which contributed to my decision to make both a recent long term investment and a will via Nick.
Chris, - Lupset, Wakefield
I found Nick's details on the unbiased website. He provided a very professional service and took the time to explain all aspects of the financial advice I required. This gave me confidence that the pension he recommended was the one best suited to my needs. He was very accommodating, visiting me at home and at work to discuss my pension, and even responded to one query while on holiday! I would definitely use Nick again in the future.
Luke, - Horbury, Wakefield
It was a difficult decision who to approach for advice on pensions and retirement but I’m glad to have found Nick through Unbiased. He made complex matters straightforward and took the worry away, for which I am very grateful
Steve & Rachel, Barnsley
Nick has guided me through the amalgamation of my pensions and made what I felt was a complicated issue straight forward with his friendly professional advice. I would not hesitate in recommending him to anyone and I look forward to working with him in the future.
Andrew, - Wakefield
We sought Nick's advice after a recommendation. All our dealings with Nick so far we have found him to be very professional and he gave us honest advice to suit our needs. Nick offered his support at anytime to us which we found very reassuring. We would happily recommend Nick's services to anyone requiring similar advice.
Julie, - Barnsley
Where to find us

Regentia Lifestyle Planning Ltd, Unit 6, Calder Close, Durkar, West Yorkshire, Wakefield, WF4 3BA

Make an enquiry
About us

At Regentia we are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face discussions with clients to help them achieve their financial objectives. The level of satisfaction may be judged by the fact that most of our new clients are as a result of personal recommendation by existing clients.

Our services

Our clients come first.

We provide our clients with trusted financial advice and an adviser who prides themselves on meeting your goals. We use a holistic approach and offer tailored advice to meet all your financial needs.

TRULY INDEPENDENT, HIGHLY CLIENT-FOCUSED SERVICE

To ensure we provide a truly independent, highly client-focused service, we take great care to understand a client’s needs, expectations and attitude to risk before recommending an appropriate course of action.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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