Why choose Regent Street Advisers?
- Navigating important life events
- Growing investments
- Protecting your wealth
- Preparing for retirement
- Managing lump sums
Simply contact us to arrange your complimentary consultation, to see how advice could help you
1. Complimentary initial consultation
In this first discussion, we'll introduce you to our service, answer any questions you may have and explore how our expertise could benefit you. Arrange a complimentary consultation.
2. Meet your Adviser
We'll then arrange for you to meet with the Adviser that is best suited to accommodate your needs. This can be conducted digitally or face to face dependant on your preference. You’ll have the opportunity to have a detailed discussion about your current financial circumstances, including how to make the most of your existing arrangements, and your investment preferences. This ensures everything will be set up based on what matters most to you. We’ll also give you a clear explanation of our costs and charges before you agree the next steps with your Adviser.
3. Your personalised recommendation & journey
Taking into account your current finances, preferences and objectives, your Adviser will then develop a recommendation for you. Once you’re happy with your proposed solution, your Adviser and the support team will be ready to do all the work required to put this into action.
Harnessing the power of Quilter
We are part of the Quilter Financial Planning network who are owned by Quilter a FTSE 250 company. This gives us access to investment portfolios, award-winning platform, quality protection panels and exclusive mortgages deals.
This means we're backed by a range of specialist Quilter teams and resources which our clients get the exclusive benefit of.
Our firm's commitment
- We are confident that we will deliver high-quality service.
- We continually strive to improve our personal development.
- We follow the principles of Treating Customers Fairly set out by the Financial Conduct Authority.
- If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions.
- Our processes and procedures follow the guidelines as laid down by our business support network. Regent Street Advisers Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.
- We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know. If you are ever dissatisfied with the service you’ve received, we will do our best to put it right.