Life Assurance, Critical Illness
and Income Protection

Specialist advice to protect your loved ones and your income should the worst happen.

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How we can help you protect what’s most important

Ensuring your peace of mind

Risk management is a key area of financial planning as the unknown is almost certainly going to happen, we just don’t know when and in what form. We’ll explain the range of solutions for life assurance, critical illness and income protection and help you decide what level of cover is appropriate for your circumstances.

Protecting your business

If you own a business, we can ensure it is protected so it can continue to run successfully should the unexpected happen. Key person insurance and Shareholder or Partnership protection can provide funds in the case of death or critical illness.

Cover when you need it most

Protection policies, particularly Critical Illness, can be very complicated so we offer a specialist service to ensure you have the policy that is right for you and has the best chance of being there when you need it most.

Let’s talk

We provide a specialist service to protect what’s most important to you should the worst occur.

Book your free initial consultation with one of our specialists today.

Request a Call

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Riverfall Financial

Our Expert’s View

The Covid pandemic has turned all of us into experts in risk-taking probability. We look at being prepared for life's unexpected surprises and protecting what's most important to you.

TESTIMONIALS

What our
clients say

It’s not what we say about us that’s important, it’s what our clients say that matters most.
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“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. It was made easy.”
Mr & Mrs Baird
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“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
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We continue to be inspired and excited by planning our future!” Jo Rimmer, business owner.
J Rimmer, Business Owner

Frequently Asked
Questions

Do I have to pay for an initial meeting with a financial planner?

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.

Where can I find you?

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.

How can I meet with a financial planner?

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.

What are the different services you offer?

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.

What are your charges?

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.

Riverfall's The Bridge Magazine Autumn 2024 - homepage image.

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?

1:
Pensions & Retirement Planning
2:
Final Salary Pensions
3:
Investments
4:
Estate and Inheritance Tax Planning
5:
Later Life Planning
6:
Protect what’s important