ABOUT Us
Regent Wealth Financial Planning offers independent financial advice to individuals, families, and business owners across the South East and London.
We are dedicated to helping our clients achieve their financial goals and secure their future. Our team of experts provides personalised solutions tailored to each client's specific needs.
Our Services
We provide a comprehensive range of financial planning services tailored to individuals, families, and business owners. Our expertise includes:
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Pensions & Retirement Income Planning
Structuring your retirement income efficiently, including advice on pension options to help secure your future.
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Investment Solutions
Tailored investment strategies using a range of tax-efficient vehicles such as ISAs, General Investment Accounts, Onshore and Offshore Bonds, Enterprise Investment Schemes (EIS), and Venture Capital Trusts (VCT).​
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Intergenerational Wealth Planning
Helping families manage and transfer wealth across generations in a structured and tax-effective way, reducing Inheritance Tax (IHT).
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Family Investment Company Structures (FICs)
Advising on and implementing FICs for long-term wealth management and succession planning.
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Pension Sharing & Divorce
Guidance on splitting pensions during divorce proceedings and implementing pension sharing orders.
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Business Tax Efficiency
Supporting businesses in reducing corporation tax liabilities and enhancing overall tax efficiency.
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Post-Business Sale Planning
Structuring income and managing assets effectively after the sale of a business.
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Business Protection
Safeguarding your business with solutions such as Key Person Cover, Shareholder Protection, and Relevant Life Insurance.
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Personal Protection
Ensuring peace of mind with tailored life insurance, critical illness cover, income protection, and whole of life insurance.
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Important:
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Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested
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Life Assurance plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse.
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The value of tax benefits described depend on your individual circumstances. Tax rules can change. The Financial Conduct Authority does not regulate Tax Advice.