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:
Rixons is a firm of Financial Planners specialising in the management of investment portfolios and pensions.
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
No-one plans to fail. But the reality is that if you fail to plan then achieving your goals is less likely.
Lowgate, Kingston Upon Hull,
Tel: 01482 327605
Fax: 01482 217184
Email: [email protected]
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