Why use an Independent Financial Adviser
Having a financial product in place doesn’t mean that it remains to be the correct product for you as you move through your financial life. Everyone’s circumstances change over time and it is therefore vital that these plans are reviewed regularly to ensure that they remain fit for purpose.
The professional advisers at Rigby Financial are on hand to give you advice at times when you need it and to review your circumstances and ensure that your arrangements are relevant to your needs.
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