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
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.