Independent Financial Adviser, Director
Paul has over 19 years experience in financial services helping his clients achieve their financial and lifestyle goals. Specialising in investment and retirement solutions, Paul’s expertise also covers overseas property investments. Paul works with his clients on an on-going basis, to give them clear, personal and in-depth advice.
Client Services Director
Dawn has some 18 years experience in accounting and finance. She oversees the Treating Customers Fairly programme within Regency, which includes client services, marketing and compliance with the Financial Services Authority regulations.
Office Manager
Having worked for large financial providers for many years, Clare’s technical knowledge is excellent. She now coordinates the team at Regency to ensure processes run smoothly and she runs the administrative side of the business.
Independent Financial Adviser
Christine has worked in banking and financial advice for a number of years, where she has built up her qualifications and experience. She provides comprehensive financial planning advice to clients and assists Paul with research and client solutions.