Regency Wealth Management
Regency Wealth Management is a financial advisory firm that offers financial and investment planning services. They focus on building relationships with clients to assist them in achieving their financial goals.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Long term care service
- Mortgages and specialist banking
Locations
Competitors
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Jacksons is an independent firm of Chartered Financial Planners dedicated to helping clients achieve their financial goals through meaningful financial planning.
IP Wealth Management provides a range of expert financial services tailored to meet individual client needs.
Company Details
Regency Wealth Management is operated by Regency Wealth Ltd and is a Active company incorporated on 29 February 2012 with the registered office located in Wakefield, West Yorkshire. Regency Wealth Ltd was registered 13 years ago.
Status
Active
Size
Small
Directors
2
Age
13 years old
Employees
19
Turnover
£2.53M
Total Assets
£4.65M
Cash in Bank
£273.19K
Total Liabilities
-£3.84M
Teams
12
7
2
3
Operations Manager • Joined Jan 2025
Wealth Manager • Joined Mar 2017
Operations Manager
Director, Regency Wealth Management, Senior Partner Practice Of St James’s Place • Joined Apr 2017
Wealth Management Consultant. Senior Partner Practice Of St. James's Place Wealth Management. • Joined Jul 2018
Wealth Management Consultant At Regency Wealth, Senior Partner Practice Of St. James’s Place • Joined Nov 2017
Wealth Management Consultant • Joined Sep 2021
Chartered Financial Planner • Joined Mar 2024
Chartered Financial Planner • Joined Oct 2012
Financial Adviser • Joined Dec 2023
Wealth Manager • Joined Mar 2017
Paraplanner • Joined Jan 2020
Chartered Financial Planner • Joined Mar 2024
Chartered Financial Planner • Joined Oct 2012
Financial Adviser • Joined Dec 2023
Financial Advisor • Joined Oct 2022
Paraplanner • Joined Mar 2022
Operations Manager • Joined Jan 2025
Operations Manager
Director, Regency Wealth Management, Senior Partner Practice Of St James’s Place • Joined Apr 2017
Wealth Management Consultant. Senior Partner Practice Of St. James's Place Wealth Management. • Joined Jul 2018
Wealth Management Consultant At Regency Wealth, Senior Partner Practice Of St. James’s Place • Joined Nov 2017
View 12 members