James rigby

Independent Financial Adviser 2 St Johns Ave, Wakefield, WF1 2RE
FCA verified
20th May 2019
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
James Rigby DipPFS
Financial advisor
Where to find us

2 St Johns Ave, Wakefield, WF1 2RE

About us

Cygnet Wealth Management is a Yorkshire based Wealth Management Practice with advisor experience spanning over 30 years. We are experienced financial planners and deliver financial solutions for our clients independently.
We manage more than 70 portfolios for our clients who range from young professionals to retired executives and SME companies. We provide advice and implement recommendations linked to their specific objectives in key areas such as investments, pension planning, inheritance tax and contingency solutions.

Our services

At Cygnet Wealth Management we are passionate about protecting, building and managing our Client’s financial wellbeing. We are trusted advisers to many clients, relationships that have been built upon over a number of years. We provide advice and implement recommendations linked to their specific objectives in key areas such as investments, pension planning, inheritance tax and contingency solutions.
Our clients value our personal friendly approach, rigorous research and our desire to understand their objectives and aspirations. They appreciate our pledge to find the best solutions for their individual financial requirements whatever they may be.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Our clients value our personal friendly approach, rigorous research and our desire to understand their objectives and aspirations. They appreciate our pledge to find the best solutions for their individual financial requirements whatever they may be.
We manage your portfolios and make all our recommendations through a tightly-controlled system. This is delivered with the support of Sense Network and 360°. These resources assist in our research, compliance while positively scrutinise all our recommendations which makes for a holistic overview of each piece of advice we deliver.

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