Rixons has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 50 years and throughout this period we've developed many good friendships. We offer both advice personal and corporate advice.
At Rixons our advice service is primarily limited to investment and pension planning and falls in the category of 'Restricted' under the Financial Conduct Authority rules. Nevertheless, we consider a very wide range of Unit Trusts, OEICs and Life Funds of UK authorised Fund Management Groups and Life Offices when constructing our 'Centralised Investment Proposition'.
When constructing the Centralised Investment Proposition, our Investment Committee filters out products by working with investment houses and managers that we trust and have a longstanding relationship with. We typically have access to:
Should Unit Trusts or OEICs be suitable for you, these will ordinarily be administered on either the Aviva, Praemium or Aegon platforms. We do consider using other platforms if a client's requirements will benefit from this and we will do so for very large investments, typically over £1,000,000.
The recommendations your Adviser makes will usually be based on the Rixons 'Centralised Investment Proposition ', which has been constructed by our Investment Committee. The panel of products features the investment funds and products that Advisers can recommend to you, covering a wide range of financial planning needs. The Investment Committee continually researches and evaluates the products on this panel, making changes where it is deemed appropriate, such as adding new products and replacing others.
As a result, you can be confident that Rixons has thoroughly done its research and that the personalised advice we offer to you is appropriate for your needs.
Rixons is a Chartered 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
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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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