• Regal Independent Financial Services
  • Regal House, 10 The Courtyard, Woodlands
  • Bradley Stoke
  • Bristol
  • BS32 4NQ
  • Tel: 01454 619252
  • Fax: 01454 617092

Services we offer

Regal Independent Financial Services offers a range of services backed by knowledge, expertise and experience.  Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.

A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.


Protection Planning

The first place to start with financial planning is to protect what you already have, whether it be your family, your assets, your business or all three. Regal Independent Financial Services will help you find cost effective ways of ensuring they are protected financially, through a thorough review of your financial needs and aspirations. Life assurance, Critical Illness Cover, Income Protection, Unemployemts cover can provide security to you and your familly.

 

Retirement Planning

Whether its reviewing your existing retirement planning or starting to save for retirement for the first time we can help you to maximise the benefits for your retirement. Pensions can appear to be complex and we can help you unravell the jargon and provide clear advice to help you realise your goals.

 

Investments & savings

Making your money work hard for you has to be everyones aim. With our expert financial advice from the whole market we can help you to ensure your investments deliver the returns you expect. After considering your personal circumstances and attitude to risk we will make recommendations to suit your needs.

 

Mortgage

As most people's biggest debt and it is important to get the right deal. As independent mortgage advisers we can search the whole market to recommend the most competitive product for you.

 

Insurance

Buildings and Contents Insurance.

 

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