Rixons has been providing comprehensive financial planning advice for nearly 60 years. We pride ourselves on having a strong sense of accountability and forging deep, personal relationships with our clients.
Because we are independent, we are not tied to any particular funds or investment products. This gives us the flexibility to consider products from a wide range of investment options across the whole market. Our clients can be confident that they receive unbiased and unrestricted advice which is tailored and aligned to their individual needs and circumstances.
Our fee structure is simple and transparent and our expert team of Financial Planners offer both personal and corporate Pension, Investment and Inheritance Tax Planning advice.
Wealth Management Advice – personalised and tailored advice to help our clients to create the right investment strategy in line with their financial objectives and goals.
Retirement Planning – we help our clients to plan their finances to achieve the retirement lifestyle they aspire to and to make their retirement wishes a reality.
Investment Management – Tailored investment solutions to make our clients’ money grow so that they can plan and look forward to a secure and comfortable future.
Inheritance Tax Planning Advice – It’s important to plan ahead to maximise the value you pass on to your loved ones and beneficiaries from your estate. There are many methods and opportunities to reduce or minimise inheritance tax liability. Our team of experts offer easy to understand, specialist advice on estate planning matters.
Protection – We can advise on a variety of different insurance products to help protect your family, health and business. These include income protection, critical illness protection, life assurance and private medical insurance.
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.
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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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