Client Stories
Meet Tony
I was keen to explore investment and pension avenues as I was extracting myself from the business I’d worked in for decades. I wanted to secure a comfortable retirement and know that I was financially secure. Just as importantly I wanted to make sure that I could control future inheritance tax projections.
Meet Cas and Lisette
In 2021, Cas took advantage of an unexpected opportunity to opt for early retirement from his academic job, without having really looked into pensions and all the associated financial planning one should be doing. Jessica’s detailed explanations and forecasts, as well as her answers to our many (often silly) questions, has certainly given us confidence and peace of mind.
Meet Andy and Alana
I (Andy) was working for a large employer and had reached a point in my life where I knew some pension planning was overdue and we wanted to see if I could finish work before turning 60. This was very freeing as we no longer felt like we were on the treadmill and Jessica helped us understand that what we wanted was achievable.
Meet Martin
As my business grew it was important to me to start to plan for the future. I’d very much been living in the here and now and my company was becoming successful enough for me to lift my head up and think about many years ahead and what I wanted to achieve.
Meet Lindsey
‘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’.
Meet Steve and Helen
‘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’.
Rob's Story
"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. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things."
Meet Viv and Steve
‘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.’
Meet Di and Trevor
‘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.’
Steve's Story
‘I looked at the bits and pieces of pension pots from a variety of different jobs but had no idea what it amounted to or how to organise it… so I panicked, Googled financial advisers and was lucky enough to find Jessica at Riverfall.’
Gary's Story
‘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.’
What our
clients say
Frequently Asked
Questions
Absolutely not. Your first meeting, typically lasting an hour, is at our expense and is the opportunity for you to decide if you would like to work with us. It is also an opportunity for us to ensure that we can add value for you before proceeding any further.
We are based in Ruddington and also have office space in Mountsorrel near Loughborough as well as central London. For directions to our Ruddington office please visit our About Us page.
We would always suggest, where you are comfortable and where practical, that your initial meeting is held face to face. We also have Teams conference calling and are happy to speak over the telephone. Call us today and one of our team will be happy to set up an appointment time, day and method that suits you best.
We offer Personal Planning, Business Planning and Mortgages & Protection, including Final Salary Pension Transfer Advice. If there’s an area which we can’t offer assistance on we will help you source alternatives if suitable. We would be happy to run through everything that we offer in an initial, no obligation meeting.
All of our fees are agreed upfront and before any chargeable work is carried out, providing you with the peace of mind that you understand exactly what you’re paying. We also offer a range of payment methods. Our planners are happy to discuss our fee models in an initial, no obligation meeting and will always provide a bespoke proposal for your consideration.
The financial future you want starts right here
If this sounds like you, let’s have a conversation.
Call us now: 0115 824 0186
Or email: enquiries@riverfall-financial.co.uk
Request a Call
Read our magazine
‘The Bridge’
Communicating with our clients is important to us, so we create our very own magazine, into which we pour the expertise of the Riverfall Financial team.
It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.
How can we help you?
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