Our Heritage & Values

About Regent Wealth Financial Planning

Personalised Financial Advice, Built Around Your Life. Based in Central London, we offer independent, whole-of-market planning for individuals, families, and business owners across London and the South East.

Human-Centric Approach

Advice Built Around Your Life, Not Financial Products

At Regent Wealth Financial Planning, we believe that great financial advice isn’t just about numbers — it’s about people. The firm was founded by Amit Mehta and Kieran Hayes, who together combine over 30 years of specialized financial planning experience and have both earned respected industry recognitions.

Our approach is deeply rooted in lifestyle financial planning. We always start with your personal values, life milestones, family aspirations, and retirement vision before considering financial products or investment structures. Whether you are navigating complex pension decumulation, growing intergenerational family capital, protecting business continuity, or preparing for an exit, we provide an enduring partnership.

Operating from offices in Marylebone, the City of London, and Reading, we deliver whole-of-market advice to clients located across London, Buckinghamshire, Oxfordshire, Cambridge, Reading, and the wider South East.

The Regent Wealth Standard

  • Level 6 Chartered Excellence: Chartered Financial Planner status represents the gold standard in UK advisory qualifications, held by only 15% of advisers.
  • Whole of Market Independence: Zero ties to product providers, ensuring pure fiduciary alignment with client goals.
  • Sense Network Governance: Governed as an Appointed Representative of Sense Network Ltd, authorized and regulated by the FCA (Ref: 1033092).
Client First

Why Choose Regent Wealth?

Four core commitments distinguish our practice from large national consolidators and restricted bank advisers.

Truly Independent

We offer whole-of-market advice, meaning we work strictly for you, not for a product provider. We survey the entire marketplace for the optimal solution.

Boutique Service

As a client-focused firm, we offer an intimate, responsive experience with direct access to your dedicated senior adviser at all times.

Tailored Solutions

No two clients are identical, so no two plans are either. We listen with care, model lifetime scenarios, and implement strategies centered entirely on your goals.

Trusted Expertise

Our team brings decades of combined experience across advanced pension mechanics, inheritance tax architecture, corporate extraction, and portfolio management.

Senior Leadership

Meet The Team

Meet the experienced professionals dedicated to managing your wealth, protecting your family, and guiding your financial decisions.

Amit Mehta - Founder & Senior Chartered Financial Planner

Amit Mehta

Founder & Chartered Financial Planner
Level 6 Chartered Financial Planner
LinkedIn

With over a decade of experience in wealth management and financial planning, Amit is a Senior Chartered Financial Planner specialising in advising individuals, affluent families, and corporate clients. Amit has attained Level 6 Chartered Financial Planner status — the gold standard qualification held by only 15% of advisers nationwide.

Recognised as one of Citywire’s Top 35 Next Generation Advisers in both 2023 and 2024, Amit has been featured across respected financial publications including Citywire and the Financial Times, cementing his reputation as an authoritative, forward-thinking adviser.

Having previously managed over £200 million of client assets at a major national consolidator and co-launched the wealth planning division of a boutique practice, Amit combines institutional rigor with high-touch personal service. Outside work, he is passionate about fitness, golf, international travel, and spending time with his young family.

Kieran Hayes - Co-Founder & Operations Manager

Kieran Hayes

Co-Founder & Operations Manager
Founder of Hayes Finance (Est. 2004)
LinkedIn

Kieran is a driven, solutions-focused leader overseeing operational workflows, business architecture, compliance integration, and the end-to-end client journey at Regent Wealth.

As the founder and operator of Hayes Finance for over 20 years, Kieran brings deep expertise in residential mortgages, commercial funding, property development facilities, and specialist protection advice. This valuable perspective allows Regent Wealth to seamlessly integrate property debt solutions into clients' overall wealth plans.

A passionate competitor in rugby and an active practitioner of Brazilian Jiu Jitsu (BJJ), Kieran brings dedication, resilience, and strategic clarity into business operations and client care.

Louise Wilson - Head of Client Service

Louise Wilson

Head of Client Service
20+ Years Financial Sector Operations
LinkedIn

Louise brings over two decades of financial services operational experience and a profound customer service ethos to her role as Head of Client Service.

Known for her calm professionalism, meticulous organizational rigor, and empathetic communication, Louise plays a crucial role in managing administrative liaison with pension trustees, platform custodians, and HM Revenue & Customs.

Her diligence ensures seamless onboarding and prompt execution, enabling advisers to focus completely on crafting bespoke financial recommendations for each client.

Lewis Brown - Marketing Manager

Lewis Brown

Marketing Manager
Founder, Full Frontal Marketing
LinkedIn

Lewis leads marketing strategy, digital communications, and educational outreach at Regent Wealth Financial Planning.

Bringing a creative, data-led methodology developed as founder of marketing consultancy Full Frontal Marketing, Lewis ensures that complex financial and regulatory topics are communicated with absolute transparency and accessibility.

He oversees Regent Wealth's thought leadership articles and insights hub, helping prospective clients gain clarity on pensions, tax efficiency, and estate strategies.

Corporate Standing & Regulatory Supervision

Regent Wealth Financial Planning Limited is a registered corporate entity in England and Wales (Company No. 16376983).

FCA Network Principal: Sense Network Ltd (Authorised & Regulated)
FCA Reference: 1033092 (Verify on FCA Register)
Ombudsman Recourse: Financial Ombudsman Service (FOS Portal)

Experience Financial Planning Built Around You

Book an initial discovery meeting with Amit Mehta and our advisory team.

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