The directors founded Regal and as a result of the success of the company have expanded, providing independent financial advice across the South West, South Wales and Southern England. This includes Bristol, Bath, Swindon, Stroud, Trowbridge, Gloucester, Cheltenham, Witney, Oxford, Hereford, Cardiff and Swansea.
Here is some information about some of our team members.
Martyn Pearce Dip PFS, Director
Martyn has over 25 years experience in the financial services industry and prior to becoming a co founder of Regal held a number of management roles with a large UK financial services company. As well as his role as a director of Regal Independent Martyn also provides advice to his clients. Martyn holds the Diploma in Financial Planning.
Alastair (Ali) Haining Dip PFS, Director
Ali lives in Witney, Oxfordshire and has in excess of 20 years experience in management in the financial services industry before becoming a co founder of Regal. This included his role as a compliance auditor. Ali works closely with accountants and solicitors in advising on all areas of financial planning, particularly pension planning. As a keen sailor and golfer Ali enjoys the outdoors. Ali holds the Diploma in Finacial Planning.
Neil James CeMAP, Mortgage Adviser
Neil has worked in financial services for over 25 years and after a number of managerial roles within some of the UKs largest financial services companies co founded Regal in 2004. Neil is Regal's specialist adviser in the Equity Release / Lifetime Mortgage market and advises clients from Swansea, Cardiff, Bristol and all other areas covered by Regal Independent Financial Services.
Adrian Matthews Dip PFS, Independent Financial Adviser
Adrian has many years of experience in financial services and lives in Trowbridge, Wiltshire. As a keen football supporter Adrian can be found at a certain football ground every other saturday. He is also a big Northern Soul fan and ejoys music. Adrian provides advice in a range of area including investments, pensions, and Life Insurance.
Nigel Pugh DipPFS,Cert CII(MP), Independent Financial Adviser
Nigel lives in Gloucester and works from our Stroud office. He is married with 2 children. He advises clients across Gloucestershire, Herefordshire and surrounding areas. Nigel is a keen golfer and enjoys his holidays. Nigel has worked in financial services for over 15 years and holds the Diploma in Financial Planning. Nigel meets with his clients either in the office, in their homes or at their places of work.
Andrew Owen DipPFS, Independent Financial Adviser
Andy has been a financial adviser for over 15 years and lives in Cheltenham. Andy holds the Diploma in Financial Planning and advises clients in Cheltenham and other parts of Gloucestershire as well as having clients in the south east.
James Witheridge, Business Consultant
James has been advising his clients for over 10 years and enjoys golf.
James lives in Neath, South Wales and advises clients in the Bridgend, Neath and Swansea areas in particular.
James specialises in protection advice.
Kevin Evans, Business Consultant
Kevin has been advising clients for 25 years and lives in Treharris, South wales. Kevin specialise in protection and general insurance.
Kevin recently became a grandad for the first time. Kevin is a keen rugby fan and advises clients in his local community.
Michele Allen, Business Support Administrator
'Equity Release' includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage
A typical fee we will charge would be £345 payable at application stage, we will also receive a commission from the lender. We will refund our fee if the lender rejects your application.