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Z Client Stories BLOG

Steve’s Story

Steve’s Story

By Riverfall Financial
In Z Client Stories Z Client Stories Home
Posted 1st November 2021

Steve has been a client of Riverfall’s since early 2018, when he contacted us to help him with planning for his eventual retirement.

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Gary’s story

Gary’s story

By Riverfall Financial
In Z Client Stories Z Client Stories Home
Posted 23rd September 2021

‘Pensions are very complicated and I knew that if I wanted to consider a final salary transfer that I would need to take regulated financial advice. I’d already got one final salary scheme in [...]

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Meet Steve & Helen

Meet Steve & Helen

By Riverfall Financial
In Z Client Stories Z Client Stories Home
Posted 31st March 2021

‘It’s the peace of mind that comes from knowing we're doing the right things. At this stage in my life I don't want to make the wrong financial decisions, because that would be too hard to put right'.

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Meet Lindsey

Meet Lindsey

By Riverfall Financial
In Z Client Stories Z Client Stories Home
Posted 28th April 2020

‘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 [...]

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Meet Viv & Steve

Meet Viv & Steve

By Riverfall Financial
In Z Client Stories Z Client Stories Home
Posted 28th April 2020

‘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, [...]

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Meet Di & Trevor

Meet Di & Trevor

By Riverfall Financial
In Z Client Stories Z Client Stories Home
Posted 28th April 2020

‘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 [...]

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Meet Rob

Meet Rob

By Riverfall Financial
In Z Client Stories Z Client Stories Home
Posted 28th April 2020

‘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 [...]

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      © Copyright Riverfall Financial Ltd | Privacy Policy | Complaints | Terms & Conditions | Riverfall Financial Limited is a company limited by shares and registered in England and Wales. Registration Number : 9039220, Registered Office : The Landmark, Tudor Square, West Bridgford, Nottingham NG2 6BT. Riverfall Financial Ltd is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services and Quilter Mortgage Planning Limited is entered on the FCA register (www.fca.org.uk/register) under reference 440703 and 440718. Tax Planning, Estate planning, Trusts, Will Writing, Risk Management, Remuneration, Buy to Let Mortgages, Succession and IHT planning are not regulated by the Financial Conduct Authority. The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Web Design | Web Development