PROFESSIONAL INTRODUCERS

Working with other Professionals

We look to build on our professional connections and we are very experienced in working alongside other advisers – accountants, solicitors or stockbrokers. This ensures integrated solutions are generated from our specialists and constructed to meet individual client needs. Our financial solutions include very sophisticated strategies to embrace the best thinking on tax shelter and pension intelligence. For example Regent is specially authorised to conduct pension transfers and within our overall organisation we have enormous pensions expertise.

We have a large number of financial advisers based around the country. A number work out of our offices in London City, Bath and Borehamwood. Another group are home based to give countrywide service. All our advisers are supported by an administration team of over 20 UK staff, which means that our total workforce dedicated to giving (or the supporting of) independent financial advice alone currently embraces 60 personnel and is expanding year on year.

Fees or Commission

Because we are firmly established as a company that gives independent financial advice we are happy to be remunerated by fees or commissions. This means either remuneration method can be used to suit each client’s preference and tax status. Whichever way, our independence means all recommendations made will be suitable for client needs and are delivered on a friendly but professional basis.

We look to develop reciprocal relationships with other advisers – accountants, solicitors or stockbrokers and welcome opportunities to meet to help further the all-important interests of existing mutual clients, and those who are new to Regent.

We find that solicitors and accountants especially like to use our Strategy Reports in the areas of Tax and Trusts, Pension and Divorce Reports, Pension Strategy Reports, Pension Transfer Analysis and also Inheritance Tax Mitigation.

The case study gives an example of our tax planning work for one high earner typical of the kind referred to us by existing professional connections.

Call us or go to our Enquiry Form for help in these areas.