Call us on: 01924 566010

Client Login

Tom Waite - Financial Planner

Tom Waite

Tom is a Level 4 Diploma-qualified Financial Adviser with almost a decade of experience, having originally begun his career with Prudential and more recently joining Regentia Lifestyle Planning in early 2023.

He has expertise across the full spectrum of financial planning - from inheritance tax strategies to pensions, investments and both personal and business protection.

His approach is always personal and tailored. Tom takes the time to understand what matters most to each client before creating clear, practical strategies to help them achieve their goals.

His true passion lies in retirement-income planning, helping clients turn years of saving into lasting financial freedom. Tom supports people through the key decisions around retirement, ensuring they can enjoy the life they want with clarity and peace of mind.

Contact Tom Waite using the information below:

07752 294497
thomas.waite@regentia.co.uk

Book your free financial review today - leave your details
and we'll be in touch to help you get started.

Regentia Lifestyle Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA).
You can check this on the Financial Services Register by visiting www.fca.org.uk/register or by contacting the FCA on 0800 111 6768.