investments & savings

supporting you on your investment & savings journey

It is our philosophy at Rego Wealth that you should be supported throughout your savings and investment journey.

navigating you through investment choices

By choosing our optional regular personalised review service, we promise to navigate you through all the financial twists and turns of investing, so you can make informed decisions with knowledge and clarity. Our job is to oversee and manage your plan, providing you with regular and transparent personalised reviews, so that you feel empowered and in control of your investments. So, wherever you decide to invest, you can be sure your money will be in safe hands.

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.

navigating you through investment choices

By choosing our optional regular personalised review service, we promise to navigate you through all the financial twists and turns of investing, so you can make informed decisions with knowledge and clarity. Our job is to oversee and manage your plan, providing you with regular and transparent personalised reviews, so that you feel empowered and in control of your investments. So, wherever you decide to invest, you can be sure your money will be in safe hands.

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.

investment planning is key to getting ‘investing’ right.

Investment planning advice is a core part of the Rego Wealth proposition. We know that investing can be a daunting. People approach it with varying degrees of excitement, fear or skill. Almost everyone we’ve ever met has a story to tell about the ‘cycle of investment regret’ – investing in something at a high price and sometimes later selling it for less.

Your financial planner will create an overarching financial plan with you. The benefit of a defined plan is that you invest with a specific objective – and not simply to make as much as possible with the least risk. A plan enables the investment choices you make to be aligned to the things you want to achieve. And that means you put your money to work by investing rather than speculating.

Our investment planning strategy

How we help you achieve your investment objectives

stage 1

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.

stage 2

personalised financial
strategy recommendation

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, debt management, taxation plans, estate planning and of course risk.

stage 3

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.

Contact us to discuss your investment plans

Start planning today, for tomorrow.
Speak to an adviser on 01923 312310 or complete our contact form.