What We Do
Clear, Concise And Considered Advice
WHAT WE DO
- Help you create & plan financially which usually involves a future need, such as Income in Retirement, growing money to hit a certain target or achieve financial security.
BENEFIT TO YOU
- This provides financial awareness & helps you visualise the future.
WHAT WE DO
- Manage your money so that you become wealthier no matter what your level of current wealth.
BENEFIT TO YOU
- This can create a higher standard of living.
WHAT WE DO
- Reduce costs when others are increasing them.
BENEFIT TO YOU
- This provides better returns and less money going to Advisers / Providers.
WHAT WE DO
- Utilise your tax allowances where possible & carry out complex tax planning.
BENEFIT TO YOU
- You pay less tax and so increase your own monetary pot as a consequence.
WHAT WE DO
- Keep our finger on the pulse of the investment world. Avoid behavioural loss of buying high and selling low which is estimated cost investors 2 % per annum
BENEFIT TO YOU
- Research shows that a ‘Good’ IFA, provides a 3% per annum better return than not using one.
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WHAT WE DO
- We use sophisticated statistic modelling to set the right level risk to ensure you get the best possible return for the level of risk taken.
BENEFIT TO YOU
- This can lower your downside risk and help protect your capital.
WHAT WE DO
- Regular checks and reviews on your money and financial position so you know of any savings gaps and amounts needed to reach your goals.
BENEFIT TO YOU
- Keeping you informed and updated so that you develop 100% trust in us.
WHAT WE DO
- Target realistic growth to meet your expectations.
BENEFIT TO YOU
- This allows honest and relevant planning.
WHAT WE DO
- We educate clients so that they know what to expect. Very high returns with no risk does not exist.
BENEFIT TO YOU
- This allows you to truly focus on the future and take action rather than lose time to misunderstanding.
WHAT WE DO
- Provide guidance and information on what to do and when to achieve the best outcome.
BENEFIT TO YOU
- This saves time and gives you peace of mind.
WHAT WE DO
- To work with you through all potential life’s stages – good and bad. (e.g. Job loss, sale of a business, death, loss of a business, dealing with inheritance etc.)
BENEFIT TO YOU
- Therefore, you do not have to make financial decisions without professional help and support.
WHAT WE DO
- Ensure you do not make mistakes such as herding or panicking.
BENEFIT TO YOU
- The Dot.com bubble, 9/11, the Credit Crunch provide situations where people panicked and crystallised losses due to lack of experience and knowledge.
WHAT WE DO
- Having access to options most people do not even know are available, ensures we find the best product / fund to suit you – everybody is different.
BENEFIT TO YOU
- This ensures you get the right product at the right time and are not pushed into something nearly suitable.
WHAT WE DO
- Avoid poor and low performing investments through good planning and growth, you could potentially retire earlier.
BENEFIT TO YOU
- Keeps you on track to hit your goal.
WHAT WE DO
- Adapt to the constant changing Government and regulatory rules and laws.
BENEFIT TO YOU
- This could provide new opportunities.
WHAT WE DO
- A never-ending commitment to finding faster more efficient systems and service to achieve constant marginal gains, for our clients.
BENEFIT TO YOU
- Highlights how we are constantly trying to treat customers fairly.
WHAT WE DO
- Regular work “behind the scenes”.
BENEFIT TO YOU
- Monitoring and switching funds, Fund managers, Providers, Laws, Regulations, future potential problems or opportunities and always looking for tax advantages.
WHAT WE DO
- Demonstrate the value of our advice by saving you money, managing the risks, taking out the stress and hassle for you and providing solid advice.
BENEFIT TO YOU
- Ensuring you get value for money.
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The value of investments and the income from them can fall as well as rise and past performance is not a guide to future performance
Regent Financial Management is a trading style of Lyncombe Consultants Limited which is authorised and regulated by the Financial
Conduct Authority under firm reference number 618025
Registered in England and Wales No.06030940
Registered address: Lyncombe Consultants, C/O Sense Network Ltd, The Brookdale Centre, Manchester Road, Knutsford, WA16 0SR
Tel: 01664 503759