Rego Wealth

General information

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

At Rego Wealth, we provide bespoke wealth management solutions for private individuals and businesses across the UK. From investment planning to mortgages and insurance protection, we provide full financial planning advice.

We strongly believe in offering the personalised service of a traditional investment boutique, combined with access to leading world-wide investment opportunities and providers, we bring you the best of both worlds.

Our uniqueness comes from being a boutique wealth management firm, which allows us to provide our clients with an industry-leading proposition. No two clients are the same. Bespoke wealth management solutions tailored to you.

Co-founders Saj and Indi worked together in retail banking early on in their careers and then went on to hold senior roles in city investment firms, but kept in touch during this time.

“We both felt strongly that there was a lack of personalised service within the industry, especially within larger firms, and we had a passion and desire to change this. After putting our heads together, we established a privately-owned boutique wealth management firm in 2011.”

We then established the support of one of the UK’s biggest Financial Advisory Networks – Intrinsic Financial Services. With over 3000 advisers in the network, their strength and scale is a positive advantage for Rego Wealth. Membership of Intrinsic provides a wide range of benefits to our clients, including cost efficiency through the centralisation of resources.