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
The advisers of Regent Financial Management are all Registered Individuals of Lyncombe Consultants Limited
Registered in England and Wales No.06030940
Authorised and Regulated by the Financial Conduct Authority FRN 618025
Registered address: Pera Business Park, Nottingham Road, Melton Mowbray, Leics, LE13 0PB
Tel: 01664 503759