wealth management

planning today, for tomorrow

At Rego Wealth, we are here to guide and steer you through your financial journey. We will help you to gain financial control, supporting you in planning today, for tomorrow. We focus on the bigger picture when looking at growing and preserving your wealth.

Our bespoke wealth management service is tailored to you and we will build a plan to support you in generating an income to support you now and for your retirement. Our personalised approach and strategic planning process will help us to understand you, your aspirations and objectives for your wealth.

savings

Savings are generally funds that you set aside, but can access relatively quickly. These savings are often for a specific need or purchase, like a holiday or a new car. The most common way of ‘saving’ is into a bank account where the money can be accessed in an emergency, and for every £1 you put in, you will get £1 back and possibly some interest.

savings

Savings are generally funds that you set aside, but can access relatively quickly. These savings are often for a specific need or purchase, like a holiday or a new car. The most common way of ‘saving’ is into a bank account where the money can be accessed in an emergency, and for every £1 you put in, you will get £1 back and possibly some interest.

investments

Investments are designed to be held for a longer term, usually at least 5 years. You need to be comfortable with tying up this money for a period of time, and should not consider investments unless you have some savings in place. Most investments are not guaranteed to return your money in full, although they do offer the prospect of higher returns than deposit accounts. Returns, risk and volatility are the factors that will determine a suitable place for your savings.

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.

investments & savings

pensions & retirement planning

‘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.