Where are meetings held?
We prefer to meet face to face as much as possible, but we are happy to also facilitate meetings online.
Do you have parking?
Yes, on-site parking is available upon request. Please make us aware before you arrive to your meeting and we can ensure a space is available. Our office is located in Latimer House, SO15 2BH.
Do I have to pay for an initial meeting?
No, we provide our initial consultations at no cost.
What do I need to bring to an initial meeting?
We will provide you with our data capture steps before the initial meeting. This ensures we have everything in place for you to get the outcome you are looking for.
How long should I allow for an initial meeting?
The time for this initial meeting will vary depending on the complexity. They generally take between one and two hours.
Do I have to sign up to your services at an initial meeting?
No, you are under no obligation to sign up to our services at the meeting. We will give you time to go away and think about your decision.
How can I book an initial meeting?
You can book this meeting by calling the team or sending an email. All details are at the bottom of this page.
Are you independent?
Yes, we are not tied to any one company or product. We explore the entire market to find the most appropriate financial solution for your needs.
Are you regulated?
Yes, we are directly authorised by the Financial Conduct Authority (FCA). You can find our entry on the FCA register by clicking here.
Can you advise on Final Salary/Defined Benefit transfers?
No, but we have partnered with firms who are specialists in this area.
What happens if my financial planner is away on holiday?
We have a brilliant team who will provide support if your planner is away.
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.