Regency Wealth Management - Wakefield

Overview of Regency Wealth Management

Located in Calder Park, Unit 6, Calder Cl, Durham, Wakefield WF4 3BA, United Kingdom, Regency Wealth Management stands out as a premier financial consultancy. With a dedicated team led by experts like Matthew Lowe, this firm offers comprehensive financial advisory services. Their commitment to client satisfaction is evident from the glowing reviews they have received, particularly praising Matthew Lowe for his in-depth knowledge and clear explanations.

Location and Accessibility

For those considering visiting, Regency Wealth Management boasts a highly accessible location. The wheelchair-accessible car park, along with a wheelchair-accessible entrance and toilet, ensures that clients with mobility challenges can comfortably conduct their business. This attention to accessibility is a testament to their dedication to providing a welcoming environment for everyone.

Services Offered

As a financial consultant, Regency Wealth Management specializes in helping clients navigate the complex world of finance. Their services likely include investment advice, retirement planning, and wealth management strategies tailored to individual needs. The emphasis on regular reviews, as highlighted by the frequent 6-monthly consultations, underscores their commitment to ongoing support and guidance.

Customer Feedback

The limited but highly positive feedback on Google My Business suggests a company that truly values its clients. With an average opinion of 5/5, clients seem to appreciate the personalized service and the thoroughness of the advice provided. A review mentions the invaluable nature of the 6-monthly review, indicating a service that not only plans for the future but also reassesses strategies periodically to adapt to changing financial landscapes.

Getting in Touch

For those interested in exploring how Regency Wealth Management can assist their financial goals, visiting their website at regencywm.co.uk is highly recommended. Here, potential clients can find more detailed information about their services, read testimonials, and possibly schedule a consultation. Given the positive reviews and the company's accessibility, contacting them could be a pivotal step towards achieving financial clarity and security.