Financial Planning

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;

  • Investment
  • Shares, Bonds & Gilts
  • Pensions & ISAs
  • Retirement Planning – Present and Future
  • Inheritance Tax Planning
  • Wealth Management
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.’