“WINNER: BEST SMALL ADVISER OF THE YEAR” – Sesame Bankhall Group Conference 2020.
We are a family run business offering full holistic financial planning with over 40 years experience.
What we do:
- Put our clients at the heart of everything that we do
- Full holistic financial planning…..we really do look at the bigger picture
- One to one service with our professional and diploma qualified advisers
- Carry out a thorough fact find with you to identify your current situation understand your goals and to prioritise them
- Look closely at your circumstances and recommend products or services that match your needs and aspirations
- Research the entire market place to ensure that you have the best solution possible for you as an individual
- Provide you with regular performance updates
- Complete all documentation with you
- Ensure that the products recommended are the most tax efficient available
- Provide you with a detailed written report, explaining our recommendations and discounting alternative options
- A point of contact at all times
- Help and assistance whenever you need it
We understand that managing your money can often be very complicated. Sometimes you just don’t know where to start.
We aim to make a difference. Our objective is to deliver simplicity, transparency, honesty and integrity in everything we do…
At Rigby Financial, we are passionate about helping you achieve your financial aspirations. We work closely with you to understand your short, medium and long term financial goals as well as your attitude to financial risk. We form long lasting relationships with all our clients and our aim is to create a bespoke financial plan specific to your needs that is reviewed and updated on a regular basis.
At Rigby Financial, we like to keep things as simple as possible when it comes to financial planning. We believe in making the whole process stress-free and easy to understand. Our team of friendly and approachable advisers are there with you every step of the way, offering useful advice and cutting out all of the unnecessary jargon.