Meet Di & Trevor

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Di & Trevor’s Story

Retirement & Financial Planning Clients

Di first got in touch because they were looking for assistance in consolidating Trevor’s pensions from different chapters in his working life. Sue Richardson was appointed as their adviser and spent a lot of time getting to know the couple. Using the understanding of what they had financially and where they really wanted to go with their lives, she created a financial model that was used to forecast various scenarios of their financial future.

The clarity provided by the model has allowed Trevor to change direction and stop working the long hours which were making him unwell and unhappy. He is now happily semi-retired, working part-time in the mornings and playing golf in the afternoons. Di and Trevor are enjoying a much better lifestyle balance thanks to the work of Sue and the Riverfall team and are looking forward to a financial future that they didn’t know was possible.

What made you seek advice?

“Trevor has been working for about 40 years and had different pensions from where he’d worked, which we wanted to put together but didn’t want to make a mistake doing that. We initially found a financial adviser in Melton Mowbray to help us but weren’t impressed with him. We wanted someone who could explain things better to us, so we looked on the internet and found Sue and were really comfortable with her.”

What has been the biggest benefit of working with Riverfall?

“Trevor was working very long hours, driving over 60 hours a week including nights. It was affecting his health, making him very unhappy and he’d had enough.

Sue looked at what our options could be if Trevor left his job. She consolidated his pensions, which by themselves didn’t mean much, but we were really surprised at what our future could look like when she put them all together.

Sue modelled our financial future which made a huge difference seeing it on screen. It gave us a really clear picture and made us think about what our lives could be like, as we realised that Trevor could leave his job and that we’d be okay financially.”

How has Riverfall made a difference to your lives?

“Working with Sue and Riverfall has enabled Trevor to give up a job driving long hours at night that was making him unhappy and unwell. He now looks forward to his day and our quality of life has improved so much because Trevor is healthier and happier. He smiles a lot more and people say to him ‘Blimey, you look well!’ We never used to have a social life because Trevor had to work nights, but now he enjoys a much better lifestyle – he works 4 mornings during the week, plays golf in the afternoons and we can spend the evenings together.

We’ve now got clarity about our financial future and know that we’re financially secure. A year ago we never imagined we’d be in this situation. We’ve just got back from the trip of a lifetime to Singapore and New Zealand, somewhere we’d always dreamed of going but never thought it would be possible.

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. You’ve got to find someone you can trust. Thanks so much to Sue and the Riverfall team for pulling out all the stops and doing such a fantastic job which has enabled Trevor and us to have a much better life.”

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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