planning your financial future
specific advice or a full financial review
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. Our financial planners will look at every aspect of your finances, including your tax situation, to understand how advice in one area may affect another. Your plan will be tailored to your individual circumstances and priorities, leading to a bespoke financial strategy.
personalised financial management service
At Rego Wealth, our Personalised Financial Management Service provides you with a dedicated financial advisor as standard. Your advisor will take you through our financial strategy process. Firstly, we will help you to understand your needs and give you clarity about your current financial position. Secondly, we will recommend your personal financial strategy. And finally, it is highly recommended that you take up the option of our chargeable regular personalised reviews so we can grow and adapt your plan with you as your circumstances changes.
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.
Our financial planning strategy
how we help you achieve your financial objectives
understanding your needs
Every client has a unique set of aspirations, objectives and circumstances. Your financial planner will always begin by working with you to identify a set of achievable financial requirements and aspirations, together we will review the options and decide on the best way to achieve your objectives.
At the strategy recommendation stage, all the data gathered is used to formulate an inclusive and objective strategy which takes everything into account. At this stage, your objectives and goals are prepared and laid out with a focus on creating wealth, taxation plans, estate planning and of course risk.
regular personalised review
The final phase of our comprehensive financial planning process involves the monitoring & review of your strategy, for an optional on-going advisor charge. Financial planning is a long-term process, not a one-off exercise. As your priorities change over time, your financial plans should too. We can work with you over the long term to make sure your plans continue to reflect your lifestyle, goals and overall tax situation. We will conduct personalised quarterly reviews, as well as annual reviews. We ensure our advice for clients is geared towards growth, security and peace of mind.