Business Details
Your Trusted Financial Advisers in Camberley
We are Regency Financial Consultancy, a dedicated team of independent financial advisers operating from Camberley, Surrey. Our practice specialises in delivering comprehensive financial planning solutions tailored to individual and business needs, covering pensions, investments, protection products, inheritance tax planning, and the establishment of wills and trusts. With our first meeting offered at no obligation, we prioritise understanding your unique circumstances before discussing appropriate strategies and associated costs.Our services are transparently structured with flexible payment options, including fee-based or commission-based arrangements where applicable. Regulated by the Financial Conduct Authority, we maintain rigorous professional standards while providing accessible, client-focused advice. Our commitment to ethical practice is reflected in our clear complaints handling procedures and eligibility for resolution through the Financial Ombudsman Service.
Services
Protection
Pensions
Mortgages
Wills
Auto Enrolment
General Insurance
Highlights and features
- We offer independent financial advice tailored to individual circumstances
- Our services cover comprehensive financial planning across six key areas
- First consultation provided at no obligation to discuss your requirements
- Transparent pricing structures with fee or commission-based options
- Regulated by the Financial Conduct Authority for professional accountability
Associations and certifications
- Financial Conduct Authority
Services
Protection
We provide expert guidance on protection products to safeguard your financial future. Our advisers help clients select appropriate insurance policies tailored to their specific needs. This includes life cover, critical illness and income protection solutions.
Pensions
Our pension specialists offer comprehensive advice on retirement planning strategies. We help clients navigate complex pension regulations and optimise their retirement savings through tailored solutions.
Wills
We assist clients in establishing legally sound wills and trusts to manage their estate. Our service ensures proper asset distribution while considering inheritance tax implications.
Investments
Our investment advisers create customised portfolios aligned with clients' financial goals. We offer ongoing portfolio management and performance reviews to ensure continued alignment with objectives.
Auto Enrolment
We provide specialist advice on workplace pension compliance for businesses. Our service helps employers meet auto-enrolment obligations while selecting appropriate pension schemes for their workforce.
Questions
What financial services do you specialise in?
We specialise in six key areas: protection products, pensions advice, investment strategies, wills and trusts, auto-enrolment pensions for businesses, and general insurance solutions.
Are your financial advisers qualified?
Yes, our advisers are qualified professionals regulated by the Financial Conduct Authority, ensuring they meet strict competency and ethical standards.
How are your services charged?
We offer transparent pricing with options to pay fees directly or have them deducted from investment products. Commission arrangements are available for protection products.
Do you offer a free initial consultation?
Yes, we provide an initial consultation at no cost to discuss your financial needs and determine the best approach to meet your objectives.
How can I register a complaint?
You can contact us directly via telephone or email, or write to Deborah Cooke at our Camberley office for complaint resolution procedures.
