Co-founders Saj and Indi worked together in retail banking early on in their careers and then went on to hold senior roles in city investment firms, but kept in touch during this time.
“We both felt strongly that there was a lack of personalised service within the industry, especially within larger firms, and we had a passion and desire to change this. After putting our heads together, we established a privately-owned boutique wealth management firm in 2011.”
We then established the support of one of the UK’s biggest Financial Advisory Networks – Quilter Financial Services. With over 3000 advisers in the network, their strength and scale is a positive advantage for Rego Wealth. Membership of Quilter provides a wide range of benefits to our clients, including cost efficiency through the centralisation of resources.
behind the name
Our goal is to empower you to be able to govern your own financial affairs with knowledge and clarity.
We will help you gain the financial control you deserve by providing you with regular and transparent reviews.
We are here to help, guide and steer you through your financial journey to make sure your money works for you.
We take pride in working with you to build, protect and enjoy your future.
To help clients in achieving their financial objectives by navigating them through their financial journey, whilst providing exceptional levels of bespoke service, combined with access to leading providers investments that have a global asset exposure, both in clear and transparent language.
Our hand-picked senior management team has many years’ combined industry experience and specialised knowledge in guiding and steering clients through their financial journey.
Today we have an established client base, built on reputation and recommendation, and a strong track record of providing high levels of bespoke wealth management solutions to city-based professionals, business owners and private individuals across the UK. We know each and everyone of our clients.
We are confident that we can help create a strategy that covers your complete finances, and provides you with a holistic service. At Rego Wealth, we believe that your personal wealth is our personal responsibility.