Skip to main content
Search

Rikki Renshaw

Financial Planning Consultant DipPFS in Sheffield

A little bit about Rikki

I provide financial advice to clients in Sheffield and the surrounding areas. I focus on Pensions, Investments and Protection and help clients to prepare for both short and long term goals and objectives. I've worked in financial services for over 15 years, in various roles, which gives me well rounded knowledge and experience. I help clients to set goals and put a plan in place to achieve those goals.  

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

More about me

Outside of work, I love to spend time with my family. I am married with three children. I enjoy both watching and playing football, as well as running several times per week.

Download free brochure

Download your free guide

Download the guide to investing for free here. You'll find what you can expect from an adviser and how investing could help you to achieve your financial goals. Simply access the simple form using the link below and complete it.

Access the free guide now

 

Disclaimer

By accessing the free guide, you will be providing us with your contact details, which our adviser will use to communicate information about our products and services with you. You can find out more on how we use your personal data on our Privacy Notice. You can opt out at any time by visiting our preference centre.

Upon receipt of the free guide, our adviser will obtain your contact information and may reach out to you for further discussion.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.