MEET THE TEAM

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.

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.

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.

Andy has been in the financial services profession since leaving university. He has had been employed in a number of roles during that time, from an Administrator to a Paraplanner, a Corporate Benefits Consultant, a Financial Planner and has also chaired his previous firm’s Investment Committee.

He is a keen advocate and early adopter of Financial Life Planning which means he can support the planning team here at Riverfall seamlessly.

Andy brings a wealth of experience and his love of techy gadgets is already spreading through the office.

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.

Anna became a Director of Riverfall Financial in April 2021 and has known fellow Director Jessica for over 15 years.

Anna specialises in tax-efficient exit strategies and company and group restructures; something which often results in the need for a financial planner both at corporate and personal levels.

A self-confessed tax geek, Anna is at her happiest when discussing tax planning strategies with clients and peers.

Outside work Anna is a keen golfer and is on the endless quest to reduce her handicap and master the unmasterable game!

Steve joined Riverfall Financial as a Director in April 2021. Steve has played an integral part in the development of Charnwood since the start in 2004. He was promoted to partner in 2012 and 5 years later in 2017 along with Anna and Chris completed a management buyout of Charnwood.

Steve draws on his extensive knowledge and experience in advising clients on all aspects of their business affairs, ensuring tax efficiencies are considered at every turn and giving due consideration to the commercial reality of the environment in which clients operate. Steve is very pleased to take an active part in the management of Riverfall and the benefits that this brings to the clients of both companies alike.

Outside of work, Steve plays in the Thurmaston pool league and is an armchair football fan.

Chris became a Director of Riverfall Financial in April 2021.

He spends most of his time working with Charnwood Accountants & Business Advisors, playing an integral role in the firm as a key part in the practice’s management. He now also takes on the mantle for Riverfall.

Chris has been advising owner managed businesses since 1999 and in that time has qualified as a Chartered Certified Accountant. Chris is very well aware of when his clients can benefit from receiving financial planning advice and is extremely confident in the team in place at Riverfall.

Chris does love his sports, he is a keen runner and completed his first marathon in April 2020. Chris plays hockey in winter for a local team, is a keen golfer and enjoys archery with his daughter.