Meet Viv and Steve
Viv initially got in touch with Riverfall in October 2017 because she was looking for someone to advise her on her final salary pension. Jessica McGowan, one of our Riverfall final salary pension transfer specialists, met with Viv to do a full analysis of her financial situation to see if a transfer out of her scheme would make sense.
When Viv retired at the end of last year, her husband Steve was intending to carry on working for a few more years. Jessica then got a call from the couple asking if he could also afford to retire. She modelled various scenarios of their financial situation to build a picture of their financial future and help them visualise if they had enough for Steve to retire early. Here’s what they have to say about working with Riverfall.
What made you seek advice?
“I was thinking of changing my final salary pension and someone suggested I use the website ‘Unbiased’ to find a suitably qualified adviser to advise me. Riverfall came up and on meeting Jessica I instantly felt comfortable.”
What’s been the biggest benefit of working with Riverfall?
“Getting expert advice from a very friendly and efficient adviser, which has allowed both of us to retire earlier than we thought possible.”
How has Riverfall made a difference to your lives
“Steve has been able to confidently retire, 2 to 3 years earlier than we had thought possible. So we are now both happily retired and doing the things together that we’ve always talked about, like taking a trip to New York and exploring parts of the country we’ve always wanted to visit but never had the time to do.”
What our
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Frequently Asked
Questions
Absolutely not. Your first meeting, typically lasting an hour, is at our expense and is the opportunity for you to decide if you would like to work with us. It is also an opportunity for us to ensure that we can add value for you before proceeding any further.
We are based in Ruddington and also have office space in Mountsorrel near Loughborough as well as central London. For directions to our Ruddington office please visit our About Us page.
We would always suggest, where you are comfortable and where practical, that your initial meeting is held face to face. We also have Teams conference calling and are happy to speak over the telephone. Call us today and one of our team will be happy to set up an appointment time, day and method that suits you best.
We offer Personal Planning, Business Planning and Mortgages & Protection, including Final Salary Pension Transfer Advice. If there’s an area which we can’t offer assistance on we will help you source alternatives if suitable. We would be happy to run through everything that we offer in an initial, no obligation meeting.
All of our fees are agreed upfront and before any chargeable work is carried out, providing you with the peace of mind that you understand exactly what you’re paying. We also offer a range of payment methods. Our planners are happy to discuss our fee models in an initial, no obligation meeting and will always provide a bespoke proposal for your consideration.
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