We follow a straightforward and transparent approach to how we charge fees. Financial planning should be bespoke to the individual, and we take the same stance regarding the fees we charge. There are no hidden costs or surprises, and we welcome you to ask questions at any stage. The feeling of having defined goals and financial peace of mind is priceless.
Understanding how we charge
Before we move forward and get the wheels in motion, we will hold an initial meeting with you to understand your goals and what you would like to achieve from our relationship together. It’s a crucial stage in your financial planning journey, as we must understand where you are now and where you would like to be. There is no charge for this meeting.
Once we understand the work involved, we will let you know how much we charge and provide further information about our services.
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.