Access to leading providers investments
Our uniqueness comes from being a boutique wealth management firm. We are small enough to provide face to face financial advice and be more responsive than larger firms. We provide clients the personalised service expected from a traditional investment boutique, combined with access to leading providers investments that have a global asset exposure. We bring you the best of both worlds.
We don’t change extra for Personalised Financial Management Service – At Rego Wealth, we provide you with a dedicated financial advisor as standard to understand your needs and create a personalised financial strategy recommendation.
Our personalised financial management
service is standard
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Our Senior management team has specialist knowledge and industry experience in each service we provide. You’re in safe hands.
We will clearly go through and explain the services that we provide, including the true cost, benefits and consequences of any product or service you buy from us.
We will support you through your life journey. We will review your goals on a quarterly basis to ensure your money is working as hard as you are.
We come to you. We will come and meet you at a mutually convenient time and location, even in the evenings.
We have the full portfolio of the services you need to support all your financial needs, from mortgages, investments, protection, wills and tax and estate planning.
Once we have met face to face to go through your personal requirements, a dedicated financial planner will tailor a strategy for you, and will make sure it always reflects your goals.
You’ll work with the financial planner who will help you to build, protect and enjoy your future. They will look at your short, medium and long term goals and will grow and adapt with you as your needs change.
We have the support of one of the UK’s biggest Financial Advisory Networks – Quilter Financial Services. With over 3000 Advisers in the Network, strength and scale is a positive advantage for Rego Wealth.