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Regis Bentley

Private Client Services

Private Client Services

The foundation of the service Regis Bentley provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events, life and aspirations inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Regis Bentley has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

  • Investment strategies
  • Pension planning (including income drawdown)
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Estate planning
  • Will writing
  • Long term care planning

Contact Us

Regis Bentley Ltd
Latimer House, 5-7 Cumberland Place,
Southampton, SO15 2BH

Office number: 02380 171070
Email: info@regisbentley.com

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