Steve's Story
Steve has been a client of Riverfall’s since early 2018, when he contacted us to help him with planning for his eventual retirement.
For the first time in his adult life he felt that he had spare capital and wanted to be “grown up” about it.
Here’s what he had to say about working with Riverfall Financial.
What made you seek advice?
“For most of my life I have wilfully neglected any consideration of my finances as it didn’t really chime with the sense of myself as an ex-hippy leftie working with the poorest children and families.
My first real job was on a Playbus in the 70’s. It was with a Borough Council in London which had a very good pension scheme, but I withdrew my contributions when I left after 5 years and spent the money on a holiday.
After that life happened for a long time leading up to the shocking realisation that I had passed the age of 60 and retirement was actually a looming reality.
I looked at the bits and pieces of pension pots from a variety of different jobs but had no idea what it amounted to or how to organise it… so I panicked, Googled financial advisers and was lucky enough to find Jessica at Riverfall.”
What’s been the biggest benefit of working with Riverfall?
“In a nutshell, the reassurance and peace of mind about something that I would otherwise find incomprehensible and stressful.
It’s a whole other language and how it becomes filtered down in to being explained in plain English remains a mystery to me.”
How has Riverfall made a difference to your lives
“I am about to retire and am approaching it with anticipation rather than fear. I know what my financial parameters are and am happy to enjoy my retirement within them.
The wonderful, colourful graphs and projections that the team produce for me show how the little I had has been made efficient and transformed in to a much better income in retirement than I had feared.
I have no idea how she did it, but I have learnt to just say ‘Yes Jess’ because I trust her entirely.”
What our
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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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