Your journey
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
To guide you through your financial journey, your Adviser will follow four simple steps, making any actions and decisions you need to consider clear and easy.
Understanding you
Your Adviser will ask you about your current circumstances to understand your family situation, your lifestyle and finances, and any financial plans you already have in place.
By talking to you about your hopes and aspirations, your Adviser will build a picture of what you want to achieve and how to balance your goals with your need for financial security and peace of mind.
You’ll find out what to expect from us and how you’ll benefit from our professional advice. This initial meeting is usually complimentary.
Receiving your recommendation
Your Adviser will conduct detailed research and explore different options for you to make the most of your existing financial plans and any additional money you wish to invest.
We’ll recommend how you can build on your existing plans to ensure you are on track to achieving your goals.
Leave the hard work to us
Most of our clients prefer to pay us to do the necessary work to put their plans into action to save them time and effort and ensure their plans are set up correctly.
With your agreement, your Adviser will put all the necessary arrangements with your chosen investment providers in place on your behalf so you can relax and know everything is taken care of.
If you prefer to implement our recommendations yourself, you’ll only pay for our time and advice.
We'll keep an eye on
everything for you
You can sit back and let your financial plans work for you and we’ll get in touch to let you know about any new opportunities that we think might be important for you.
We also recommend reviewing your plans annually to:
- Check the progress and appropriateness of your plans.
- Discuss any changes in your lifestyle or ambitions.
- Look at any changes to legislation or taxation that affect you.
You are free to decide the level of ongoing service you need and how often you need it, although we recommend that clients review their plans at least once a year to check they’re still suitable.
To make your options clear, your Adviser will provide the charges for our Milestone Review service and confirm this to you in writing, explaining any fees involved and how they’re paid.
Testimonials
I needed help organising my pensions but was concerned about getting ‘ripped off’ when taking financial advice. I searched online using unbiased.co.uk and found Regent Street Advisers. Mohammed visited me to explain my options. I felt he listened to me, explaining everything in detail and I was kept up to date throughout.
A Farrow – Sheffield
Testimonials
I chose Regent Street Advisers to help me with my pension income following a recommendation from other satisfied customers. I needed to rely on the information I received so I could proceed to retirement with confidence. Richard was easy to get on with, any concerns were gone into and explained without getting lost in translation....
R Robinson – Gainsborough
Testimonials
We wanted to make sense of all our scrappy paperwork and wanted to find an adviser who would listen to our needs. We received a personalised service and advice on how to benefit in the future, with reviews to keep track of where we are and where we are going.
A Sandham – Pontefract
Testimonials
My previous experience left me with low expectations. I never saw the adviser again once I’d signed up so my concerns were whether I’d have continuity, reliability and confidence. I was pleased with the personal approach, and you restored my confidence in having a financial adviser.
