Financial Advisers (Independent) in Coalville
Unit 4, The Courtyard
Whitwick Business Park
Managing wealth involves strategic thinking. At Regent Financial Management we provide experienced advice bespoke to each individual client. Understanding your needs and aspirations and developing a close relationship is important to us. Whether its about retirement, a pension and investment portfolio, Inheritance tax Planning, business services or other assets our guidance and advice will be clear, concise and considered.
Pensions are one of the most complicated and confusing areas of finance. The variety of options available at retirement or when saving in a pension are significant. At Regent Financial Management we will help you evaluate your options and construct a plan. Most importantly we will present your pension options in plain English. We put investment performance and competitive low cost at the centre of our recommendations.
Our investment management service is unique and the emphasis is on keeping you well informed on what we are achieving with your investment. We are proactive in our approach to ensure you achieve you aims. Each client has a different view on risk and return and we have found that a simple uncomplicated approach is the best policy, with a focus on results and risk control.
For when you're busy running yours, Andrew Carley has been dealing with small to medium sized enterprises (SMEs) and the self employed for over 10 years and understands the need of people in all types of business. At Regent Financial Management we offer a service that includes using pensions as a business tool to reduce tax and provide an income in later life. We offer corporate pensions including NEST (The new government pension initiative) but we also provide a very personal service to the business owners and so you can get on with your business knowing your finances are in good hands.
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