Business Details
50+ Years
experience
Independent Financial Advisers in Hull
Established in 1964, Rixon Matthews Appleyard Financial Services has built a reputation as a trusted partner in financial planning and investment management. Based in Hull's city centre, we specialise in delivering impartial, client-centric advice tailored to both individual and corporate clients' needs. Our team leverages advanced technology to provide bespoke solutions for pension planning, wealth management, and tax-efficient retirement strategies. As part of IWP Financial Planning Limited, authorised and regulated by the Financial Conduct Authority, we combine local expertise with the resources of a larger group.We prioritise long-term relationships, collaborating with solicitors and accountants to align financial strategies with clients' life-changing goals. With nearly six decades of experience, our commitment to integrity and professionalism ensures clients receive unbiased recommendations focused solely on their interests. We operate transparent fee structures and maintain rigorous compliance standards, reflecting our dedication to trust and accountability in all financial advisory services.
Services
Wealth Management
Retirement Planning
Investment Management
Inheritance Tax Planning
Corporate Financial Planning
Employee Benefits Consultancy
Protection Insurance
Details
- Year established: 1964
Highlights and features
- We offer 60 years of experience in independent financial advisory services
- Our client-centric approach prioritises long-term financial goals and transparency
- We utilise advanced technology for tailored investment and pension strategies
- Collaboration with solicitors and accountants ensures comprehensive financial solutions
- Transparent fee structures with no hidden charges or product biases
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service creates customised investment strategies aligned with your financial goals. We analyse market opportunities and risk profiles to build diversified portfolios that grow and protect your assets. With ongoing monitoring and quarterly reviews, we ensure your investments remain optimised for long-term wealth accumulation.
Retirement Planning
Specialist retirement planning helps clients achieve their desired lifestyle post-retirement. We assess current pension provisions, tax implications, and income requirements to develop sustainable withdrawal strategies. Our solutions incorporate state pensions, private schemes, and tax-efficient investments for comprehensive retirement security.
Inheritance Tax Planning
Proactive inheritance tax planning minimises liabilities while maximising wealth transfer to beneficiaries. We implement legal tax reliefs, trust structures, and gifting strategies to preserve your estate's value. Regular reviews ensure plans adapt to changing legislation and family circumstances for effective legacy protection.
Corporate Financial Planning
Tailored corporate financial planning addresses business succession, key person insurance, and employee benefits. We help companies establish group pensions, share protection schemes, and commercial insurance to safeguard business continuity. Strategic advice ensures compliance with regulatory requirements while supporting growth objectives.
Protection Insurance
Comprehensive protection insurance covers life, critical illness, and income risks. We source appropriate policies for private medical insurance, death-in-service benefits, and income protection plans. Our independent status ensures unbiased recommendations matching your specific risk mitigation needs.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, inheritance tax solutions, corporate financial planning, and protection insurance tailored to individual and business needs.
Are you regulated by financial authorities?
Yes, we operate under IWP Financial Planning Limited, authorised and regulated by the Financial Conduct Authority (FCA reference 441359).
How do you charge for your services?
We use transparent fee structures with no hidden charges or product commissions, ensuring complete cost clarity before any work begins.
Can you help with business financial planning?
Yes, we provide corporate pension schemes, business protection insurance, and employee benefits consultancy alongside personal financial planning services.
How often are investment portfolios reviewed?
We recommend quarterly portfolio reviews with annual comprehensive financial plan assessments, plus additional reviews following significant life changes.
What areas do you cover?
Based in Hull, we serve clients across East Yorkshire and provide remote advisory services nationwide through secure digital platforms.
