Nottingham Financial Advisers
BECAUSE IT’S ABOUT YOUR LIFE, NOT JUST YOUR MONEY
Why hope for the best, when you can plan for it?
If you’re looking for expert advice on pensions, investments and planning your financial future, our trusted financial advisers in Nottingham will give you clarity and certainty.
CORONAVIRUS UPDATE
These are uncertain times and you may be concerned. Our financial advisers in Nottingham are here to help. We are doing our part to protect our team, clients and community. Our advisers and support team are working remotely from home, handling our day to day operations. We are contactable by email and have video conferencing facilities, so meetings and annual reviews can be conducted by video or telephone. We are accepting new enquiries so you can get expert advice.
Please get in touch by completing our contact form to arrange a friendly call.
Make the most of your money…
…make the most of your life.
HOW CAN WE HELP YOU?
We’re all about creating certainty in uncertain times…
Riverfall Financial was created to be a new generation financial planning firm. Now more than ever, this means putting your life, not just your money, at the heart of your financial journey. Using our financial planning expertise we’ll help you make the most of your money, and give you clarity and certainty about your financial future.
People we’ve helped
Meet Rob
‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things.’
Meet Di & Trevor
‘People just don’t understand what’s possible without taking financial advice and we certainly didn’t think that this lifestyle would be possible. You do need to get professional advice, you can’t do this alone. Thanks to Sue and the Riverfall team for pulling out the stops and enabling us to have a financial future we didn’t think was possible.’
Meet Viv & Steve
‘It’s such a massive decision and you worry about who you can trust. We had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now happily retired, sooner than we had thought possible.’
Meet Lindsey
‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.
How much is ‘enough’?
How much money do you need for the rest of your life?
It’s the question most people ask. To answer it, we’ll create a model of your financial future. If it looks like you’ll have enough to fund the lifestyle you want, we’ll encourage you to chase your dreams. If not, we’ll look at ways to improve your outlook.
ASK YOURSELF…
Are you using your money to make the most of your life?
You only get one life, so make every day count. The sooner you have a plan for your money, the sooner you can live your life by choice and not by chance.
LET’S CREATE YOUR FINANCIAL LIFE PLAN
Your plan starts with your story. Where you are now, and what do you want to achieve?
Your Life
Because it’s about your life, not just your money
Everyone has a story. We listen to yours and provoke new thinking.
Our Advice
Transforming theory into reality
We use our expertise to recommend the right solutions for you.
Your Plan
Without a plan, it’s just a dream
We model various scenarios and create a pathway to what you want to achieve in life.
ENJOY FINANCIAL PEACE OF MIND
We’d like to show you how we can give you clarity and certainty about your financial future.
Our experts’ views
Sue Richardson, Financial Planner
Shaun Brennan, Financial Planner
Jessica McGowan, Financial Planner
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people
Meet our Team
We are here to make a real difference to how you feel about your money and what it can achieve for you. Talk to our friendly support team and expert financial advisers in Nottingham.
Let’s talk
The financial future you want starts right here.
Book your free initial consultation with our expert financial advisers in Nottingham, to see if our service is right for you.
Read Our Magazine
‘The Bridge’
Communicating with our clients is important to us, so we create our very own magazine, into which we pour the expertise of the Riverfall Financial team.
It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.
How can we help you?
