Z Client Stories BLOG

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

‘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 [...]

‘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'.

‘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 [...]

‘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, [...]

‘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 [...]

‘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 [...]