Regency Wealth Management was formed in 2012 by specialists who have been in the industry for many years. Our aim is to provide independent financial advice to corporate and private clients worldwide. A family owned business with core values of integrity, honesty and dedication to finding the ideal solution for client’s investments needs.
Why choose us?
Regency Wealth Management is not tied to any one financial institution. As such we are able to search for the product that best suits your needs. This independence enables Regency to constantly adapt to the changing requirements and needs of our clients.
New kind of partner
Each new client partner relationship begins with a collaborative journey. The process starts with a thorough understanding of your unique needs and evolves into a new kind of working relationship which meets your financial goals.
We provide more than just investment processing, or standard off the shelf investment products.
We listen and then we act!
Client collaborations should be strategic, practical and customized for the unique needs of your situation. We aim to offer a bespoke service to each client and design an investment package that meets the client’s specific needs in the short and long term.