Financial planning explained
The importance of planning ahead
We describe our work as “financial planning”. This goes against the grain of traditional financial advice, as we don’t fixate on products and one-off transactions. Instead, our focus is on planning for the future, setting goals and taking the steps to reach them. Your long-term goals matter the most, and we will be there every step of the way as you achieve them.
Supporting your wellbeing
We’re proud to introduce a unique combination of financial planning and high-performance wellness coaching. This innovative approach allows us to provide a holistic approach to creating and maintaining financial wealth while also helping you achieve your personal and professional goals.
We aim to provide you with a balanced life, improved wellbeing, and financial success. With this combination, we help you achieve your financial objectives and live a life of balance and joy.
Get in touch
Contact details
Latimer House
5-7 Cumberland Place
Southampton
Hampshire
SO15 2BH
Regis Bentley Limited is registered in England and Wales, registered number: 08397094. Registered office: Latimer House, 5-7 Cumberland Place, Southampton, Hampshire, England, SO15 2BH. Regis Bentley Limited is authorised and regulated by the Financial Conduct Authority. You can find Regis Bentley Limited on the FCA Register by clicking here.
To ensure the accurate execution of your instructions and to improve our service, we will record and occasionally monitor your phone conversations with us. If needed, you can request copies of these recordings for up to 5 years after they were made.
Production
