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About Us

Andrew Carley - Managing Director - Independent Financial Adviser
Andrew Carley runs, owns and manages Regent Financial Management and has extensive experience in looking after clients and providing tax, investment and pension advice and guidance. Although Andrew has spent 15 years in financial services, his past includes time in the Royal Marines and attending university where he gained a law degree attaining a 2:1.

Kerry Barnett - Independent Financial Adviser
I have over 14 years experience in the financial services industry and during this time I have obtained a wealth of knowledge and experience as an independent financial adviser.  I pride myself on being client focused and ethical in my approach to advising clients. My skills and personability were immediately identified by Regent Financial Management and this now allows me to service my clients, whilst being supported by the highest possible standards

Charlene Roberts - Administrator
Before coming into financial services administration I had 5 years experience in accounts working for a well known national accountancy firm which instilled within me excellent attention to detail and analytical skills. This has proved to be perfect training for my current role where I control and organise office administration. My ambition is to progress through the exam structure and become a technical financial paraplanner.

Amy Mo – Administrator
I have worked in Finance since graduating from University.  At Regent Financial Management, I work as an Administrator dealing with a multitude of administrative tasks which help the business run smoothly.  Customer service is the forefront of everything I do, meeting deadlines, liaising with product providers and clients to ensure a seamless service from initial client meetings to ensuring the products and services are in place to every client’s needs.

Registered address: The Old Coach House, Horse Fair, Rugeley, WS15 2EL. Trading address: 1 Kilwardby Mews
Kilwardby Street, Ashby-de-la-Zouch, Leicestershire, LE65 2FR.
Registered in England: No 04832940

Treating Customers Fairly

Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.

Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.

We are part of a larger Network called Network Direct, who look after many IFAs and appointed representative IFA companies. They provide another layer of regulations in addition to our own to ensure we meet all the regulatory requests, treat customers fairly and provide customer protection.

Andrew Carley is the principal at Regent Financial Management and has been in financial services since 1997. AWC Wealth Management Ltd was set up in 2003 (Company Reg no: 04832940).