Financial Planning Yorkshire

Welcome to Cygnet Wealth Management Ltd

Cygnet Wealth Management is a Yorkshire based Wealth Management Practice, formed by Directors James Rigby and Lisa Laidler, both Financial Advisers with experience spanning over 35 years.

At Cygnet Wealth Management we are passionate about protecting, building and managing our Client’s financial wellbeing. We are trusted advisers to many clients, relationships that have been built upon over a number of years. We provide advice and implement recommendations linked to their specific objectives in key areas such as investments, pension planning, inheritance tax and contingency solutions.

Our clients value our personal friendly approach, rigorous research and our desire to understand their objectives and aspirations. They appreciate our pledge to find the best solutions for their individual financial requirements whatever they may be.

Cygnet Wealth Management, benefits from an agreement with one of the UK’s leading networks called Sense. Their size, structure, corporate values and governance they provide, dovetails seamlessly with our values and behaviours, to ensure all of our clients receive a high level of advice and service on an on-going basis..

We are able to act on behalf of a wide range of personal and corporate clients, providing holistic financial advice for individuals and businesses. We offer products and services as follows:

Investments & Regular Savings

Pensions & Retirement Planning

Life Insurance & Protection

Estate Planning (The Financial Conduct Authority does not regulate Estate Planning)

Health & Long Term Care

Corporate Financial Planning

Auto Enrolment / Work Place Pensions

Employee Benefits

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms.