“Welcome to Rego Wealth. A unique approach to wealth management. We make it our business to get to know you, so you can have a brighter & secure future.”
Indi & Saj – Directors
about rego wealth
At Rego Wealth, we provide bespoke wealth management solutions for private individuals and businesses across the UK. From investment planning to mortgages and insurance protection, we provide full financial planning advice.
We strongly believe in offering the personalised service of a traditional investment boutique, combined with access to leading world-wide investment opportunities and providers, we bring you the best of both worlds.
Our uniqueness comes from being a boutique wealth management firm, which allows us to provide our clients with an industry-leading proposition. No two clients are the same. Bespoke wealth management solutions tailored to you.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
a complete financial planning process tailored to you
Our financial planning service is personal to you. You may need one-off advice in a specific area such as reviewing your pension, or you may want a comprehensive financial planning service that covers all areas of your finances. Your plan will be tailored to your individual circumstances and priorities.
tax & estate planning
We can help to preserve your wealth through tax-efficient management and wealth structuring advice, as well as design strategies to ensure your children and grandchildren will enjoy as much of your wealth as possible.
mortgages & protection
We have specialists in both the Mortgage and Protection sector. We have access to the whole of market for your mortgage and we will provide you with the most suitable level of protection for you and your family, based on the access we have to a leading panel of insurers.
meet some of the providers we work with
Big enough to have access to leading world-wide financial providers, but small enough
to provide you with an individual service.