Financial decisions have a major impact on your life. Whether you are saving for retirement, selling your business, or looking to buy a new home, the decisions you make will have long-lasting effects. You want to be certain that you have chosen the right financial planner, someone who cares about your goals just as much as you do. This is how we do things differently…
Our care goes beyond financial advice
We work differently from other firms you may have dealt with previously. Our role is more than just being your financial planner. We help you make choices that will positively impact the rest of your life.
We are ahead of the curve in many ways, but what stands out the most is our commitment to your wellbeing. Retained clients can access a free session with Ian Traynar, our wellness coach, as part of our service. He offers clients support in addressing specific mindset issues related to leveraging finances and wealth. It’s an offering you won’t find anywhere else.
We address environmental challenges
We work closely with Your Future Energy, a renewable energy consultancy business. Their director, Mark Freeman, is an expert in sustainable and renewable energy solutions, and we work together to advise on the best ways to invest in your property, save on energy bills and mitigate Inheritance Tax. These small changes can make a world of difference in the long run.
We like to challenge the status quo
You can count on us to challenge you. But we also challenge ourselves, our process and how we work. We’re independent thinkers who want to bring about change by thinking outside the box.
We don’t follow the herd, because being different is what sets us apart. You will enjoy working with us because we tailor our services to suit your bespoke needs and ensure your outcomes are always realistic.
We’ve got a well-seasoned team at the helm
With a perfect blend of determination and camaraderie, our team will give you their all and help you reach your goals. When we have an upbeat team behind us, great things happen. We come together to combine our knowledge and experience to better serve our clients.
Not only are we committed to you and your objectives, but we’re well qualified and always looking to develop our expertise further.
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.