I am a business owner or professional
Lead with positivity
As a business owner, you are used to being in charge and in control. You’ve been answering queries and handling other people’s problems for as long as you can remember, so you can’t imagine doing things differently. However, to make progress, you must shake things up.
Choosing a professional to assist you with corporate financial planning as well as your personal financial affairs isn’t a decision you take lightly. You need to see clearly how financial planning fits into your process. As business owners, we completely understand that. We let you take the lead, set your priorities, and choose a plan to suit your personal needs, your business needs, and those of your employees.
You might have questions like these
Can I tax-efficiently withdraw money from my business?
How do I protect my business and family from the unexpected?
How do I receive the maximum benefit from my pension?
Can I plan ahead for the future of my business?
Which benefits package best suits my employees?
Can I achieve my vision for retirement, and how soon?
How will we help?
“Thinking outside the box” is a phrase you’ve heard used a lot in business, and you’re about to hear it again. We really do think outside the box. We don’t sell you another product; that’s the opposite of what we do.
You will explain your pains and worries as a business owner or professional, and then we will challenge you and help you with your finances. We ensure that your plan is multifaceted and considers any bumps in the road. Being business owners ourselves, we know there can be a few! From straightforward life cover to implementing employee benefits or complex pension planning, we make the process as pain-free as possible.
Your wellness is important to us
As part of our service, retained clients will receive one free session with our high-performance wellness coach, Ian Traynar. We are one of the first financial planning firms to link up with a wellness coach, and he will work with you to increase your results naturally and effortlessly.
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.
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