Regis Bentley Ltd

Independent Financial Adviser  Regis Bentley Ltd, Southampton, Hampshire, SO15 2BH
First meeting at adviser's own cost
Fully independent and acting for you. We help your money to grow and provide for you, and those you love.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR Justin Wade DipPFS
Director

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

About us

Regis Bentley Wealth Management are an established Independent Financial Advisory firm with offices in central Southampton. Additionally we have meeting rooms at the new Eagle Lab facility opposite the Town Hall.
We have two registered Financial Advisers with over 50 years experience within the financial services industry.
We offer bespoke financial planning to fit in with each client's desires, experience and budget.

Our services

We care about all our clients, and we only make recommendations that are covered under the Financial Services Compensation Scheme.
Why take unnecessary risks ?
We never forget that it is your money, and your plans for the future can change.
We search for future flexibility in your financial plans, as it is a rapidly changing world.

Where to find us
Head office address: Regis Bentley Ltd, Latimer House, 5-7 Cumberland Place, Southampton, Hampshire, SO15 2BH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 29th March 2021

Similar advisers near you

Independent Financial Adviser 0.07 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
 
Independent Financial Adviser 0.07 mi
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
 
Restricted - whole of market 0.3 mi
Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help a businesses or individual to take a holistic view of their financial position and help them achieve their objectives.
 
Restricted - whole of market 0.37 mi
We’ll provide reassurance and transparency from start to finish. With no hidden fees, we will clearly talk through our offering and any cost implication before asking for any commitment from you.