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Rhiannon Bagshaw

DipPFS
Financial Planner

With over 15 years of expertise in the financial industry, Rhiannon is a highly experienced and FCA-qualified wealth planner who has dedicated her career to guiding clients and their families toward achieving their financial planning goals with clarity and confidence. Trained in the UK and a proud member of the Chartered Insurance Institute (CII), Rhiannon brings a wealth of knowledge and a personal touch to her work.

Inspired by her father, a respected financial adviser, Rhiannon joined the family business at just 18 years old. Her early start in the industry gave her a deep understanding of the financial needs of individuals and families. Over nearly a decade, Rhiannon played a pivotal role in running the family business, ensuring that clients received personalized, comprehensive financial advice tailored to their specific circumstances.

At Skybound Wealth Management, Rhiannon is a key figure in the firm’s “Women Like Us” brand, an initiative dedicated to empowering women to take control of their financial futures. As a holistic adviser, Rhiannon’s approach encompasses all aspects of financial planning, from savings, investments, pensions, and retirement planning to estate planning and protection. She is particularly passionate about helping women achieve financial independence and confidence, drawing from her extensive experience and commitment to excellence.

Rhiannon’s dedication to client success is not just about numbers; it’s about building strong, enduring relationships. Her clients see her as a trusted partner in their financial journey, someone who is always there to provide support, guidance, and expert advice. With her at the helm, clients can feel assured that their financial well-being is in capable hands.

Qualifications & Awards

DipPFS

Areas of Expertise

  • Pension Transfers
  • Trust & Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • International Investments
  • Regular and Lump Sum Savings
  • Education Fee Planning
  • Health Planning
  • Asset and Lifestyle Protection

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