Regency Wealth LTD

: 17b Appleton Court, Calder Park, Wakefield, West Yorkshire, WF2 7AR

: FCA Number: 578309

Regency Wealth Ltd, a Wakefield-based financial planning specialist, serves clients across West Yorkshire with professional and regulated guidance. The firm, registered under the FCA (578309), provides comprehensive solutions in life insurance, investments, and pensions retirement advice, including final salary pension transfers. Strategically located near Calder Park, Regency Wealth caters to clients looking for personalized services, from small businesses to larger corporations, and even individual investors. Known for its client-centered approach, this firm often assists local families planning their financial future. Whatever your financial needs, trust in Regency Wealth Ltd to deliver expert advice tailored specifically to you.

Their team includes 12 financial advisers. Check FCA registration here.

Regency Wealth LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Regency Wealth LTD from the Motorway

From the M1:
Proceed unto the M69 ramp directed toward Birmingham/Coventry.
Upon reaching the roundabout, take the fourth exit leading to the M1 ramp for Nottingham/Newark/Leicester (North).
Merge onto the M1.
At junction 39, make your way toward the A636 exit, designated for Wakefield.
Upon arriving at Durkar Interchange, opt for the third exit leading to Denby Dale Road/A636.
When you reach the roundabout, take the first exit onto Peel Avenue.
At the subsequent roundabout, again choose the first exit.
Then, take a left turn.
Immediately after, take another left turn.
Make a final left turn and your destination will be on your left.

List of advisers under Regency Wealth LTD:

Regency Wealth LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.