I am enjoying retirement
Make the most of your savings
You spend your life building up your wealth to enable you to live your dream lifestyle and enjoy a relaxing retirement. Even though things seem under control from the outside, it’s only natural for you to have questions and concerns about your finances as you grow older.
You may wish to help your children get on the property ladder or pay for your grandchild’s education. Or perhaps you’ve got more personal goals, such as going on the holiday of a lifetime or renovating your home. All these concerns, coupled with tax concerns and later-life planning, mean you’ve got a lot on your mind during a time that should be stress-free.
You might have questions like these
Have I got enough money to last?
Can I help my grandchildren get a head start in life?
Help! I need to put a care plan in place.
How do I reduce my tax bill?
Is my current lifestyle sustainable?
Can I reduce my Inheritance Tax liability?
How will we help?
Your goals are our number one priority. We want you to feel like you can talk to us about anything. We will work alongside you and give you the tools to fix yourself and make better decisions. With this newfound knowledge, you will find solutions to your problems and can focus on enjoying retirement, whether that involves travelling around the world or spending time with family.
It’s always good to prepare now before anything happens. We will also be here to talk you through any concerns you have surrounding Inheritance Tax, wills, Power of Attorney and later-life care. Nothing is off-limits.
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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