Here at Rivington Accounts we will help you establish your financial goals.
From having an initial no obligation, free of charge meeting we will assess how we can use our expertise to help you best.
We can advise you on all of the following areas of financial planning;
Shares, Bonds & Gilts
Pensions & ISAs
Retirement Planning – Present and Future
Inheritance Tax Planning
After spending some time with our clients, prospective clients and professional advisers we ensure they have a transparent understanding of the costs and the benefits arising from the provision of our financial planning advice.
What can we do for you?
Available at a time that suits you – by telephone, by email and face-to-face
We will keep you well informed
Work in partnership – with you and other professionals
Provide mature financial modelling
Offer safe, secure and accessible investments
How will we make sure you achieve your goals?
At Rivington Money Matters we know that we can add a significant amount of value to all of our clients, but this can only be achieved through a careful commitment to identifying, designing, implementing and proactively managing a financial plan to which our clients have deeply committed ourselves.
The legal stuff
Rivington Accounts Ltd are not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
‘Financial services are provided through our related firm, Rivington Money Matters, which is a trading style of Cheetham Jackson JV LLP, an appointed representative of Cheetham Jackson Ltd, who are authorised and regulated by the Financial Conduct Authority.’
In full-filling our mission, we’ll get to know you and your business and what it is that is important to you. We like to build a close and honest relationship with our clients in which we can inspire, challenge and support you to achieve your goals. We provide the best advice and friendly environment for you to discuss and consider your options.