Regency Wealth Management
Regency Wealth Management - Expert - Focused - Bespoke We’re all about you. At Regency Wealth Management, we offer you tailored financial advice and support to help you meet your goals in life. We put you at the heart of our service, giving you personalised support through our elite team of professional advisers who are supported by our administrative office team. What you can expect from us: We’re here to give you focused and ongoing support throughout your financial life. You’ll benefit from high quality advice focused on your specific lifestyle goals and objectives, along with regular reviews to monitor progress and fine-tune our advice as your circumstances change. We can also work with any existing professional advisers you may have, while also liaising with other specialists and experts to provide a fully rounded wealth management solution from one single place. Our Mission: We aim to act as trusted advisers to our clients, offering both financial planning and wealth management. Our objective is to help our clients to realise their ambitions for their future with full peace of mind. Regency Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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Verified contacts
14
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
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no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- AC
Adam Carnall
Wealth Manager · Finance & Accounting
EmailPhone - AC
Andrew Courts Dipfa
Wealth Management Consultant Senior Partner Practice of St James's Place Wealth Management · Other
EmailPhone - ML
Matthew Lowe
Wealth Management Consultant at Regency Wealth, Senior Partner Practice of St James s Place · Other
EmailPhone - LK
Luke Kilburn
Wealth Management Consultant · Finance & Accounting
EmailPhone - AC
Alex Charlesworth
Technical Administrator · Information Technology
EmailPhone - SS
Sophie Scott
Financial Advisor · Finance & Accounting
EmailPhone
Showing 6 of 14 verified contacts
Top roles at Regency Wealth Management
11 distinct titles indexed · top 10 shown.
- 2chartered financial planner
- 2financial adviser
- 2wealth management consultant at regency wealth, senior partner practice of st james s place
- 1director, regency wealth management, senior partner practice of st james s place
- 1financial advisor
- 1financial planner
- 1sales support & social media assistant
- 1technical administrator
- 1wealth management consultant
- 1wealth management consultant senior partner practice of st james's place wealth management
- +1more titles
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