Julie Cook's Colleagues at Regency Wealth Management
Matthew Lowe
Wealth Management Consultant at Regency Wealth, Senior Partner Practice of St James’s Place
Julie Cook's Contact Details
N/A
Burleson,Texas,United States
Regency Wealth Management
Julie Cook's Company Details
Regency Wealth Management - Expert- Focused- Bespoke We're all about you....At Regency Wealth Management, we offer you tailored financial advice and support to help you meet your goals in life. We put you at the heart of our service, giving you personalised support through our elite team of professional advisers who are supported by our administrative office team. What you can expect from us:We're here to give you focused and ongoing support throughout your financial life.You'll benefit from high quality advice focused on your specific lifestyle goals and objectives, along with regular reviews to monitor progress and fine-tune our advice as your circumstances change. We can also work with any existing professional advisers you may have, while also liaising with other specialists and experts to provide a fully rounded wealth management solution from one single place.Our Mission:We aim to act as trusted advisers to our clients, offering both financial planning and wealth management. Our objective is to help our clients to realise their ambitions for their future with full peace of mind.Regency Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.