Business Details
50+ Years
experience
Trusted Financial Advisers in Hull Since 1964
Established in 1964, Rixon Matthews Appleyard Financial Services has built a legacy of providing independent financial advice from our base in Hull. Our client-centric approach focuses on creating tailored strategies for investment portfolios and pension management, ensuring clients receive impartial recommendations aligned with their unique circumstances. With over six decades of experience, we collaborate closely with solicitors, accountants, and other professionals to deliver comprehensive financial planning solutions. Our team utilises advanced technology to navigate complex markets, prioritising transparency and long-term client relationships.We specialise in retirement planning, inheritance tax mitigation, and corporate financial strategies, maintaining a commitment to accountability and ethical practices. As part of IWP Financial Planning Limited, we combine local expertise with the resources of a regulated national network, ensuring consistent standards of excellence. Our fee structure remains straightforward and transparent, reflecting our dedication to client trust and satisfaction.
Services
Investment Portfolio Management
Pension Planning
Retirement Strategy
Inheritance Tax Planning
Corporate Financial Planning
Details
- Year established: 1964
Highlights and features
- We offer 60 years of experience in independent financial planning.
- Our client-centric approach prioritises tailored, impartial recommendations.
- We utilise advanced technology for precise market analysis.
- Transparent fee structure with no hidden costs.
- Collaboration with legal and accounting professionals ensures holistic solutions.
Associations and certifications
- Financial Conduct Authority
Services
Investment Portfolio Management
We create customised investment strategies to grow and protect client assets. Our approach combines market analysis with risk assessment to align portfolios with financial goals. Clients benefit from ongoing monitoring and adjustments to adapt to changing circumstances.
Pension Planning
Our pension planning services ensure clients achieve their desired retirement lifestyle. We assess current provisions, recommend tax-efficient solutions, and provide regular reviews. Expertise includes workplace pensions, self-invested plans, and state benefit optimisation.
Inheritance Tax Planning
We help clients minimise inheritance tax liabilities through strategic gifting, trust structures, and asset reorganisation. Our advice considers family circumstances and long-term wealth transfer goals while maintaining compliance with current regulations.
Corporate Financial Planning
We assist businesses with pension schemes, protection policies, and employee benefits strategies. Services include group pensions, key man insurance, and commercial risk management tailored to company size and sector requirements.
Protection Services
Our protection services cover life assurance, critical illness cover, and income protection. We assess individual needs to recommend policies that safeguard families and businesses against unforeseen events while maintaining affordability.
Questions
What areas do Rixons cover?
We primarily serve clients in Hull and East Yorkshire, with nationwide capabilities through digital consultations.
Are Rixons regulated by the FCA?
Yes, we operate under IWP Financial Planning Limited, authorised and regulated by the Financial Conduct Authority (FCA Reference: 441359).
How does the financial planning process work?
Our six-step process includes initial consultation, financial review, strategy development, implementation, and ongoing reviews tailored to client goals.
Do you offer corporate financial services?
Yes, we provide business pension schemes, protection policies, and employee benefits strategies for companies of all sizes.
What makes Rixons different from other advisers?
Our combination of local expertise, independent advice, and technology-driven solutions ensures truly impartial recommendations focused on client needs.
How are fees structured?
We maintain transparent pricing with clearly explained charges for financial planning services, with no hidden costs or commissions.
