Financial planner in Folkestone

Financial planner in Folkestone

For over 13 years, Regency IFA has been providing widely appreciated independent financial advice to individuals and small business owners throughout south-east England, from Canterbury to Deal and Folkestone.

Operating on a fee-based advice model that eliminates any possible influence of commissions for pensions and investment services, Regency IFA is fully committed to its core mission: to give completely independent financial advice clients can trust.

As a result, Regency IFA has no ties or affiliations to any provider or group of providers.

Financial planner in Folkestone: Centered on clients, driven by passion

Fuelled by the passion and expertise of founder Barry Williams Dip PFS, Regency IFA provides a highly personal and fully confidential service.

No client is an anonymous face, and Barry works one-to-one with clients, drawing on his 25+ years of experience to provide tailored financial advice and trusted guidance.

To cater to the different demands of its varied clientele, Regency IFA has designed the Confident Future Solution programmes which offer three levels of service (Basic level, Standard level and Masters level), with five different advice programmes to suit your specific requirements, ranging from ‘one-off’ services to annual review programmes and fully bespoke programmes featuring quarterly reviews.

Regency IFA’s comprehensive ongoing financial planning and advice service covers:

  • Saving
  • Investing
  • Retirement Planning
  • Life Assurance
  • Critical Illness Cover
  • Income protection
  • Inheritance Tax Planning
  • Tax Planning advice is not regulated by the Financial Conduct Authority

Financial planner in Folkestone: Affordability

As a client-centred company, Regency IFA prides itself on providing first-class services at an affordable cost. The Confident Future Solution programmes use a clear and pre-defined charging structure and gives clients the flexibility to upgrade or downgrade their service levels according to their changing needs. Regency IFA sees clients by appointment. Your first appointment is at Regency IFA’s expense, and there is absolutely no obligation or pressure to sign up immediately. For more information or to book an appointment, please feel free to contact us today.

financial planner in folkestone