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Proactively informing clients of extra income they may be missing out on

Regency Financial Services is using Policy in Practice’s Benefit and Budgeting Calculator to reach out to clients who have been hit by Covid-19 to ensure they are claiming all the benefits they are entitled to. 

Regency Financial Services’ biggest good news story from 2020

We are contacting those of our clients who we feel are most in need to inform them of the free service that we will be offering them from the comfort of their home. When we first purchased the Benefit and Budgeting Calculator from Policy in Practice we wanted to help our clients to ensure that they claiming all the benefits they are entitled to. Many are unaware of what they could get and we want to make sure no one is getting left behind. It’s a free service we offer to all and has so far been received very well by everyone we have contacted so far. 

Atul Narharidas Patel, Principal, Regency Financial Services

As financial advisers and mortgage brokers we all know how difficult it has been for several of our clients during the COVID period and there is still a huge uncertainty.  It may last a year or two after to allow for things to get back to normality and those who suffered to get back on their feet. As advisers, and with the knowledge we have, it is our duty to help and give access to the information we have. I have never charged a fee in 30 years of trading and 99% of my clients are referral based. Those who have very little today, a great majority of them are very well to do. Knowledge is power.

Atul Narharidas Patel, Principal, Regency Financial Services

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