The whole of business and personal finance can be a real puzzle to solve sometimes. Issues become increasingly more complex with lots of options. Some of the pieces may be missing and some you already have may not seem to fit into any sensible strategy anymore. Other puzzles, like many things in life, are simple, if you just know where to look.
This can apply whether you are an executive of a company or an individual needing advice. For example, you may be the CEO or FD of an organisation in need of guidance to control your pension liabilities or insuring against business risks; the trustees of a pension scheme wondering how best to deal with the onerous duties placed upon you; an executive pondering outsourcing parts of your business or processes to reduce costs or increase efficiency; a private individual or a family wondering how best to plan and protect for the future; an individual or estate with considerable wealth and inheritance tax issues.
Regent was formed in 1997 as an independent and impartial group of companies dedicated to dealing in the financial services sector.
Our senior staff have great expertise in working with major UK organisations and professional introducers, as well as dealing with individual private client work. With all this activity comes understanding of the consulting, servicing, and risk management issues.
We provide blended solutions to a rising number of corporate clients and we carry out specialist project and consultancy work. This is especially the case in the fields of pensions, business reviews, and process solutions.
We have often been described as a niche or "boutique" group. We have the expertise and experience to act for clients that include FTSE 100 companies - banks, fund management groups, product providers and companies. We also advise an expanding number of individual private clients - numbering now over 20,000, with in excess of £1 billion of investment funds under our agencies and management.
Being neither a small nor a large company, we have retained both a
personal and hands on approach in what can commonly be a depersonalised
service industry. At the same time we have the overall critical mass
to enable the infrastructure support, technology, and scale required,
in the delivery of our services to clients.
The Senior Management
Richard Fremantle MSFA, AIFP
Richard graduated in business studies and has worked in the financial services industry for over 25 years. Richard worked initially in the treasury department of Lloyds Bank, then in advising directors and senior executives of the corporate clients at Noble Lowndes (a leading firm of employee benefit consultants and actuaries); subsequently he was appointed a senior manager in the personal tax department of Deloitte & Touche, and then manager of the South East region of the financial services division of merchant bank, Guinness Mahon (latterly Abbey National Benefit Consultants). |
Richard was a co-founder in 1997 and is Managing Director of the Regent Group of Companies. Richard is a member of the Personal Finance Society and an Associate of the Institute of Financial Planning.
Robert Young BSc, FIA
Robert graduated from Warwick University and trained with Clay & Partners qualifying as an actuary in 1991. Robert joined Guinness Mahon Benefit consultants (latterly Abbey National Benefit Consultants) to advise trustees and company directors on pension issues. Robert was appointed to the Boards of Abbey National Independent Trustees Limited and Independent Trustee Services Limited where he was involved with major corporate pension schemes. |
Robert joined Regent in late 1997, with responsibility for the Actuarial and Analysis and Calculation activities of the group including, Corporate Pensions, Complaint Handling Business Reviews and Financial Software Modelling.
Robert is Managing Director of Regent Pensions and a Main Board Director.
Keith Taylor ACII
Keith has worked in the financial services industry for over 30 years and is an Associate of the Chartered Insurance Institute and a Chartered Insurance Practitioner. Keith has worked with the Medical Insurance Agency - a leading national medical and dental advisory practice for most of his working life. Keith led their marketing and PR strategy as well as being a member of its executive management. Keith was a director of the Medical and Dental Advisory Service (MADRAS) and editor of the MADRAS reports. He remains a frequent lecturer and writer on financial topics. |
Keith joined Regent in 2001 to lead the operations of Regent's growing advisory division- Regent IFA Services, and set up its specialist niche medical and dental arm - DoctorsInvestDirect. He is Managing Director of Regent IFA Services and a Main Board Director.
Kathleen Frost
Kathleen has worked in the financial services industry since 1987. Initially for Target Life, then C E Heath where she headed up their West End financial services administration team. Kathleen was technical consultant at Marsh Financial Services before moving to Guinness Mahon Employee Benefit Consultants to head up the financial services administration division. Kathleen worked within the group for the Abbey National Independent Consulting Group specialising in Mergers and Acquisitions and became Risk & Planning Director with direct reporting to main board Abbey National Plc. |
Kathleen joined Regent in 2001.
Kathleen is Regent Operations Director, and a Main Board Director.
Julian Paul FCA
Julian Paul began his career as a Chartered Accountant and subsequently spent twenty years in the commercial and merchant banking sector, latterly as Managing Director of Guinness Mahon & Co. Limited. In that capacity he was also a director of Personal Pension Management Limited (now Capita PPM) and Guinness Mahon Benefit Consultants Limited. Since 1991 he has held several senior board positions with companies in the media and entertainment sectors. He is currently Deputy Chairman of Eagle Rock Entertainment Limited, of which he was a founder shareholder, and non-executive Chairman of Cellcast plc, the global interactive digital broadcaster. He is also a non-executive director of several other public companies in this sector. |
Julian joined Regent as a Non-Executive Director in 2006.
