I’m the founder and managing partner of Regent Dow Wealth. I advise clients on holistic financial advice including investments, pensions, trusts, wills, estate planning, inheritance tax, insurances.
Helping individuals map the money to the meaning in life. Enabling clients to live the free life they want to the best of their means, with the financial resources available.I do not believe money is an end, if managed correctly, money can serve dreams….YOLO!
There’s no doubt the professional accolades provided a sense of pride along the way (becoming qualified, then Chartered, then Fellow, as well as a TEP, and being named as a UK's Top Rated Advisers 2020 in the Times). But the real great achievement is truly being privileged to serve clients and organically grow.
I operate as a Partner Practice of St. James’s Place Wealth Management, allowing me and my clients access to the unique and skilful investment management approach. In addition, we have access to Rowan Dartington discretionary funds, and are whole of market when it comes to insurance.
To network with likeminded HNW and UHNW advisers.
Keeping active, going to the gym, dining with friends, travelling with my fiancé
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