James Rigby, Director
Tel. 07786 087819
Email. jamescygnetwealthmanagement.co.uk
Email. jamescygnetwealthmanagement.co.uk
James qualified as a financial adviser in 2000 and has worked for a number of big institutions and worked successfully in both private and corporate environments.
While James is based in Wakefield he provides advice to clients in West Yorkshire, Edinburgh, Liverpool and London. James thrives on helping his clients make key financial decisions and removing the constant frustration of market and industry change.
James is currently studying towards the industry recognised standard of ‘Chartered Adviser’ furthering his knowledge to continue to provide a high level of advice and service.
‘What I love most about my job is the constant changing needs my clients have. Helping them make decisions from building, growing, protecting and even spending their finances. It’s like Lisa says’ it’s not just about providing financial advice today, it’s about being there year after year’
While James is based in Wakefield he provides advice to clients in West Yorkshire, Edinburgh, Liverpool and London. James thrives on helping his clients make key financial decisions and removing the constant frustration of market and industry change.
James is currently studying towards the industry recognised standard of ‘Chartered Adviser’ furthering his knowledge to continue to provide a high level of advice and service.
‘What I love most about my job is the constant changing needs my clients have. Helping them make decisions from building, growing, protecting and even spending their finances. It’s like Lisa says’ it’s not just about providing financial advice today, it’s about being there year after year’
Lisa Laidler, Director
Tel. 07786 090306
Email. lisacygnetwealthmanagement.co.uk
Email. lisacygnetwealthmanagement.co.uk
Lisa, has 28 years of experience in financial services, providing financial advice to a wide range of clients including high net worth private clients and corporate clients.
Based in North Yorkshire, Lisa also deals with many local farmers, spending time visiting farms and dealing with clients in the agricultural community.
Lisa believes in providing holistic financial advice, ensuring clients protect what’s important to them, whilst growing their assets, helping them to plan and save for their future.
In this ever changing world of rules and regulations, keeping knowledge up to date is critical to ensure clients receive the right advice. Lisa holds the Diploma in Financial Services and continues to study for further professional qualifications.
“I am passionate about looking after my clients, helping them to achieve their goals and ambitions for themselves, their family and for some, their businesses too. I believe that trust and honesty are the most important values in building long term relationships with clients. It is not just about providing financial advice today, it is about being there year after year, supporting my clients at each stage of the journey”
Based in North Yorkshire, Lisa also deals with many local farmers, spending time visiting farms and dealing with clients in the agricultural community.
Lisa believes in providing holistic financial advice, ensuring clients protect what’s important to them, whilst growing their assets, helping them to plan and save for their future.
In this ever changing world of rules and regulations, keeping knowledge up to date is critical to ensure clients receive the right advice. Lisa holds the Diploma in Financial Services and continues to study for further professional qualifications.
“I am passionate about looking after my clients, helping them to achieve their goals and ambitions for themselves, their family and for some, their businesses too. I believe that trust and honesty are the most important values in building long term relationships with clients. It is not just about providing financial advice today, it is about being there year after year, supporting my clients at each stage of the journey”