Rixons

 

01482 327 605

[email protected]

Individual Clients

Bespoke Account

The majority of us accumulate a wide range of financial products during the course of our lives – from ISAs to pensions – and these are invested in a range of asset classes such as equities, bonds and property.

The result is that it is often no mean feat to understand exactly where all your money is invested or whether the mix of asset classes is the right one for your financial needs and aspirations.

The Rixons Bespoke Account has been specially developed with this in mind. Our specialists, working in tandem with some of the UK's foremost investment managers, provide a service that enables you to bring together your investments conveniently and effectively in a single place.

This provides you with a clear picture of your portfolio and allows us to ensure the optimum balance in line with your goals and risk profile. In short, it provides you with a standard of investment reporting and bespoke management that would once have been the preserve of only a select few.

The Rixons Bespoke Account provides:

  • All of your investments clearly presented in one place
  • A tailored investment portfolio designed specifically for your needs
  • World-class investment experts working for you
  • Wider range of asset classes to help improve investment performance and reduce risk
  • Active discretionary management to potentially enhance performance
  • High quality investment administration and management
  • Continuing advice on strategic financial planning
  • An annual review including a valuation and risk assessment update
  • Mid-term review option with a valuation after the first year
  • Additional valuations on request
  • Full access to the Rixons administrations and consultancy terms

Latest News

Bespoke Investment Creation

Bespoke

Investment

Creation

pensions

ABOUT US

Rixons is a firm of Financial Planners specialising in the management of investment portfolios and pensions.

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Investment

OUR APPROACH

We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

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Protection

INDIVIDUAL CLIENTS

No-one plans to fail. But the reality is that if you fail to plan then achieving your goals is less likely.


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Wealth Solutions

CORPORATE CLIENTS

Rixons provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.

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Contact us

Exchange Court,
Lowgate, Kingston Upon Hull,
HU1 1XW

Tel: 01482 327605
Fax: 01482 217184
Email: [email protected]

 

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© Rixon Matthews Appleyard (Financial Services) Limited 2014.

Rixons Wealth Management is a trading style of Rixon Matthews Appleyard (Financial Services) Ltd
Rixon Matthews Appleyard (Financial Services) Limited is authorised and regulated by the Financial Conduct Authority no: 149231 and is bound by its rules.

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