CLIENT STORIES

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Gary’s Story

Retirement Planning Client

‘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 payment so knew that I wanted to explore all options with this one.’

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Meet Rob

Investment & Retirement Planning Client

‘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 lifestyle. He is the person we trust with our money. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things and that you don’t need to worry’.

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Meet Di & Trevor

Retirement & Financial Planning Clients

‘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 can’t do this alone. Thanks to Sue and the Riverfall team for pulling out the stops and enabling us to have a financial future we didn’t think was possible.’

Meet Lindsey

Retirement & Financial Planning Client

‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, have to feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.

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Meet Viv and Steve

Retirement & Financial Planning Clients

‘It’s such a massive decision and you worry about who you can trust. But we had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now both happily retired and doing the things we have always talked about, sooner than we had thought possible.’

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Meet Steve and Helen

Retirement & Financial Planning Clients

‘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. We know we’re making the best use of the money we’ve got, to do what’s important to us’.

How you rate us

Feedback from our clients is very important to us, not only because of the good things we hear but also because we take very seriously any negative comments and make sure that they are acted on for the future.

As of April 2020 we have received a total of 211 fully completed feedback forms from our clients and are proud to have an average score of 93% across all stages of our advice process, from initial contact to the implementation of a solution. One of the questions that we regard as the acid test is, “would you recommend our services to a friend or family member?” Our average score for this question is 96%.

Our thanks to all our clients who have taken their time to complete the feedback form. Although there is always room for improvement, it is nice to see confirmation from the people whose opinion matters the most – our clients – that we are delivering the service and level of client satisfaction that we promise.

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How you rate us

It’s not what we say about us that’s important, it’s what our clients say that matters most.

“After Riverfall was recommended to us we arranged a meeting with Jessica about the possibility of changing my final salary pension. Jessica explained everything professionally and in a way that we could both understand and made us feel at ease, which enabled us to retire much sooner than we thought possible. The service that we have received has been excellent and we would like to say a big thank you to Jessica and Riverfall for everything they have made possible”. Mark & Maureen Dyke.

”We were faced with probably the most difficult decision of our life, the decision to retire early at 55 or continue to work whilst at the top of my career and earning potential. We needed to be sure that the numbers would stack up and that we would be able to support the lifestyle we wanted.

The team at Riverfall from the very first meeting immediately gave us confidence that we had chosen well and that this was an organisation that we could trust. Subsequent meetings just reinforced this feeling.

We have now retired and have confidence in the Financial Plan that was produced for us. James was fantastic throughout and the client support team equally as brilliant.

I could not recommend highly enough Riverfall to anybody in a similar position to ours. An absolutely brilliant service”. Mr & Mrs B, Nottingham

“I am very grateful for the excellent help and advice received from Shaun Brennan and felt 100% confident in the service provided”
Mr N Lewis.

“Jessica, I will always keep recommending you, you’ve sorted my future” Jayne King.

”Very friendly and professional service. I would be happy to strongly recommend Jessica and Riverfall.” Mr Hodges, Nottingham.

“We both agreed that it was the full, concise but easy to understand way our investment was explained to us by Jessica that really stood out. Finances and investment are a minefield to those amongst us less familiar with the fine detail, it was made easy.” Mr & Mrs Baird.

”I didn’t feel confident to research and set up my own annuities, and I chose Riverfall initially because it looked like a small, mixed gender team with an office in Kenilworth. Covid meant that the local office became irrelevant but the team felt tight knit and I liked that. Shaun was friendly, approachable, reassuring and professional but I had contact with others and Ameeta, Georgia and Jessica were all very friendly, helpful and professional too.” Mrs H, Kenilworth.

“A very positive and frank conversation about my aims and objectives in the coming years. Thank you”.

“I would just like to say I have never used a financial adviser before, but I felt very at ease and couldn’t have sorted it out by myself. Thank you.”

“Both adviser and service team have done a first class job. Very fast and efficient. Their care and attention made me feel I was their only client. Well done.”

“10 out of ten, excellent service from start to finish and more like a friend than client, many thanks.”.

“I first started working with Jessica as a result of my employer providing an appointment with her due to some changes being applied to our pension scheme.  We have since carried on working together and as a result of her advice and some actions we have taken I now feel that we have achieved a better understanding of the financial possibilities for mine and my wife’s retirements.  We feel much more informed and confident in making decisions about our future.”  Mark P, Nottingham

“Thanks for Thursday, Jess. Kraig and I really enjoyed the time we spent with you – and we continue to be inspired and excited by planning our future!!” Jo Rimmer, business owner.

Let’s talk

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.





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