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.
Steven Andrews CERT PFS and CEMAP
Steven Andrews initially trained as an investment adviser with AXA SUN LIFE in 1986 and worked at offices in Bath and Bristol until 1991. Steven was a co-founder of a regional IFA practice based in Bath that mainly specialised with high net worth individuals for investment and inheritance tax advice. The practice was acquired by Regent in 2005. Steven is currently working on specialist areas such as tax mitigation schemes and offshore portfolios with large professional accounting and legal practices. |
Steven helps run the Bath IFA region, and IFA sales activities.
Michael Hill
|
Following the acquisition of Salisbury pension specialist firm RBPM Ltd, Michael’s business was acquired by Regent in 2005.
Still based at the Bath office Michael specialises in private client personal wealth management, estate and trust planning. Michael helps run the Bath office, and works mainly in conjunction with legal and accountancy practices.
