meet the team

Together, we are here to help you to build, protect & enjoy your future.

Our hand-picked team is here to guide and steer you through your financial journey. We personally take pride in knowing each of our clients, and this allows us to make the best recommendations based on your personal circumstances. Being a boutique firm allows us to give you face to face financial advice and be more accessible and responsive than larger firms.

Our mission is to help you plan today, for tomorrow.

Indi Assi DipFA, AwPETR - Director & Financial Consultant

Indi has been providing bespoke financial advice to his clients for over 20 years and specialises in retirement and estate planning. He is a Director and co-founder at Rego Wealth, and he passionately believes that quality financial advice should not be a luxury, but is an essential.

Indi is highly motivated to ensure that financial planning should be available to everyone, so they can have the best possible plan for their individual situation. "The earlier you start to plan, the more options you will have available to you. Our personalised approach and strategic planning process will help us to understand your financial aspirations and objectives."

Indi is a pension transfer specialist and is qualified to advise on defined benefits schemes.

Indi is a keen sportsman and regularly enjoys taking part in Monday night football, as well as competitive challenges for charity, when he is not spending time with his wife and two boys.

Saj Zaman DipFA, MLIBF PETR - Director & Financial Consultant

Saj has over 15 years of experience advising clients as a Financial Adviser. He co-founded Rego Wealth, with a vision of providing personal, bespoke service that customers really value. His expertise lies in advising clients with high value pension and investment needs. He firmly believes that by guiding clients, understanding their needs,and providing bespoke advice, he can make a real difference to each and every one of his clients’ future wealth. Saj’s energy and drive comes from the fact that he feels that being able to advise others about their finances is a privilege, and he takes each personal clients finances as seriously as his own. Saj lives is Bedford and is an active member of the local community, he is married with three children. To unwind in his spare time Saj likes watching a variety of different sports as well as being a gym addict.

Jenifer Greenslade - Head of Client Services

Jenifer provides a wealth of customer service experience in her role as Head of Client Services.

She works to ensure that the consultants are fully immersed in Rego Wealth’s strategy, process and culture, enabling the consultants to offer exceptional personalised customer service to Rego Wealth clients.

In her spare time, Jenifer enjoys various sports including HIIT training and boxing, and is also an avid reader.

Simon Rowell CeMAP, CeRER - Mortgage Consultant

Simon has 25 years of experience working within the financial services industry and is committed to providing excellent customer service for each of his clients. Simon will research the mortgage market and identify the right product based on each individual’s needs and circumstances. His ethos is to simplify the mortgage process by managing his client’s applications to alleviate their stress and save them time and money.

Simon is married with three children and in his spare time he enjoys family days out, swimming, fishing and strategy games.

‘We make it our business to get to you know you,
so you can have a brighter and secure future.’

Contact us today to discuss your financial plan. Start planning your financial future.

Speak to one of our advisers today on 01923 312310.