Rigby Financial

Independent Financial Adviser  Unit 4b Millbrook Business Pk, Mill Lane, Rainford, St Helens,, Merseyside, WA11 8LZ
First meeting at adviser's own cost
"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.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Commercial motor
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.5/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Simon Rigby
Independent Financial Adviser/Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
Mr Jeremy Calderbank
Independent Financial Adviser/Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
About us

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

Our services

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.

Where to find us
Head office address: Unit 4b Millbrook Business Pk, Mill Lane, Rainford, St Helens,, Merseyside, WA11 8LZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0 mi
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
 
Independent Financial Adviser 1.24 mi
We provide advice for life and ensure that our recommendations are suitable for your current circumstances.
 
Independent Financial Adviser 2.98 mi
Here at Smith, Law & Shepherds IFA we have advisers that can help in every situation, why not take advantage of our free initial meeting and see first hand what we can do for you.
 
Independent Financial Adviser 3.58 mi
Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care