About Us
Who we are
Riverfall Financial was created to be a new generation financial planning firm. Now more than ever, this means putting your life at the heart of your financial journey, not just your money. In doing so, we help people change their lives for the better.
From the client who has just been told that she has only months left to live and needs to sort out her affairs before it is too late, to the couple who can now retire sooner than they thought, what we do makes a difference and it’s not a responsibility we take lightly .
Meet Our Team
We only hire people who we can trust, with an attention to detail, who work creatively and positively, supporting each other within the team. We then add years of experience and a broad range of technical expertise to ensure that we deliver a brilliant experience for you.
Jessica McGowan
CFP™ Chartered FCSI
Shaun Brennan
DipPFS BSc (Hons)
David Mulcahy
DipFA MLIBF
Claire Donaldson
Laura Hart
Lewis White
Our Values
Empathy
Ultimately, we want to provide peace of mind and our calling is to support our clients. We are human and feel the same emotions everyone else does.
Strong Relationships & Enjoyment
We are a very close team that takes pride in our work.
Respect
At all times we respect the part each and every team member plays in our firm. We respect our clients and expect the same in return.
Ethical
The most important thing our clients are looking for, they must always have total confidence that we will only ever act in their best interests; even when doing the right thing might not be exactly what they want to hear.
Clear Dynamic Thinking
Creating trust and certainty for our clients.
Personal Tailored Solutions
New ideas, fresh thinking, open minded collaboration, there is no problem that does not have a solution if you look hard enough.
Wisdom
We work together to make the most of our own talents, share our challenges and successes and deliver the best possible outcome for our clients.
Integrity
We are proud of the firm we have created together, the work that we do and that we make a real and positive impact on our clients’ lives. We want to stay that way.
Focus
Working efficiently and with goals in mind to keep our clients on track. Also focusing on our own development and progression.
Why are we called Riverfall Financial?
The fall of a river, descending from its source to the sea, is often used as a metaphor for the passing of our lives. By choosing the name Riverfall, it always reminds us that we have been trusted not just with the responsibility of dealing with your money, but also helping you with the journey of your life.
Quilter Financial Planning Adviser Network
We are a member of Quilter Financial Planning Limited, one of the UK’s largest financial advice networks and a leading provider of advice, investments and wealth management that manages over £100 billion of investments.
We believe this relationship benefits you in several ways:
Financial Strength
Our personal service is supported and enhanced by the resources of a large financial services group.
Product Excellence
All the products and providers we recommend have been rigorously and expertly researched using an extensive and highly competitive due diligence process, ensuring we have access to the very best in the industry.
Product Choice
We can help you choose from a wide range of solutions designed to meet all your personal financial needs, ensuring that you are offered the solution that is right for you.
Low Costs
The leveraged buying power of the Quilter Financial Planning network allows us to offer products at rates which are often not available anywhere else in the market.
Please read the Guide to our Services for more information about Quilter and our business & services, so that you know what to expect when working with us.
What our
clients say
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.
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.
Call us now: 0115 824 0186
Or email: enquiries@riverfall-financial.co.uk
Request a Call
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?
