MEET THE TEAM

Simon is the founder and director of Riverfall Financial. He created the ‘Financial Life Planning’ philosophy that we use with our clients, ensuring that we are always talking about their lives and not just their money. Simon trained as a Management Accountant, has an MBA from ESCP in Paris and worked with a number of world class organisations prior to starting Riverfall.

Ameeta manages the operational aspects of Riverfall and maintains the high quality of our business practices. She works closely with our Riverfall advisers and client support team to ensure we deliver an excellent client experience. Ameeta has nearly 30 years’ experience working in financial services, from large corporations such as General Accident Life and Grant Thornton to specialist financial planning firms.

During her career Kimberley has worked for some of Europe’s leading publishers and media groups. She has an MBA and is a Fellow of the Chartered Institute of Marketing. Kimberley is now excited to be a part of Riverfall and use her experience to create vibrant fresh communication with real impact that encourages more people to engage with their money, because the rewards are potentially life-changing for them.

Jessica began her career in financial services in 2001 and has gained a wide range of experience working with clients from all walks of life. She thrives on guiding them through the many complex aspects of financial planning to ensure that they fully understand their goals, options and desired outcomes. Jessica loves her job because what she does can be life-changing for her clients.

Shaun has been looking after clients for 26 years and in that time has helped many families and business owners plan for their future and achieve their goals. Shaun was the pioneer of our inaugural ‘Joined-Up-Expertise’ event for business owners and is looking forward to developing the concept further.

Sue has a long experience in dealing with the needs of later life clients reflected in her membership of the Society of Later Life Advisers (SOLLA). She was one of the early adopters of comprehensive Financial Planning in the UK. As well as an impressive list of qualifications, Sue brings a wealth of experience in all areas of financial planning.

Claire has more than 6 years of professional experience as an Office Administration and Customer Services Manager held in various sectors including Finance, Insurance and Law.

She has been with Riverfall since day 1 and is usually the first point of contact for clients with the office.

Claire has a passion for excellent client service and ensuring that clients are taken care of by placing their needs at the forefront of everything she does.

Lewis joined Riverfall as a Financial Planning Support trainee. He has always been eager to learn and support the team and our clients in any way he can.

He has a level 3 qualification in Business Administration which has given him a good foundation to further his career with Riverfall.

It has been great to see his development into a valued member of the team.

Georgia completed a business administration apprenticeship prior to joining Riverfall. She has quickly become a very important member of the team and embraced the friendly but professional working environment. She is often the first face that a new client sees as she welcomes them to the Nottingham office.

She is ambitious and determined and will no doubt achieve her objective of building a career in financial services.