Personal
Financial Planning
Your money. Your life. Your future. Through expert financial planning, our advisers can help you plan your money for the life you want both now and in the future.
Your Personal
Financial Plan
Are you using your money to make the most of your life? Financial planning can seem complex. Everybody has a different view on what their perfect financial future looks like.
A personal financial plan gives you peace of mind, enabling you to manage risks and life opportunities. You can use it to increase your wealth, security, and plan for your legacy. You can also use it as a ‘health check’ to help you stay on track to achieve your goals.
Personal financial planning starts with you. Working closely with our expert team, you will gain clarity and certainty to help you live the life you want. We’ll ask you to paint your ‘here and now’ picture to help us create a financial plan, which also acts as your safety net. Our aim is to make a difference to your life, so you can work towards and achieve your goals. Once we understand your aspirations, we’ll advise you on suitable ways to be as tax efficient as possible.
Our team includes a female financial adviser and a female mortgage adviser, and we also provide advice on intergenerational wealth. Because it’s not just about your financial position today; it’s about planning your life and enabling every generation to enjoy their lives too.
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’.
How can we help you?
Let’s create your
Financial Life Plan
Together, we’ll put you firmly in control of your financial future by converting the complex financial world into a clear plan that’s right for you.
Where are you now?
This is our starting point.
Working through our checklist, we will get a complete picture of what you have, whether it’s right for you and if you are missing anything.
Where do you want to go?
Let’s explore what matters to you.
Our team will listen closely to find out what lifestyle you want today and in the future. What do you need to plan for? What are your dreams and aspirations?
How will you get there?
Now we can create your plan.
Using powerful planning software, we will explore various ‘what if’ scenarios, including your investment risk and when you could afford to retire. We’ll then create a clear plan to enable you to achieve your goals so you can focus on enjoying your life.
CFP TM Chartered FCSI
Our Expert’s View
We take a look at the importance of financial planning, which is beneficial whichever stage of life you're at.
Your Personal Financial Planning Experts
Are you trying to plan your financial future, but you’re unsure about your options? You only get one life, so make every day count.
The sooner you have a plan for your money, the sooner you’ll feel empowered and in control. We’ll help you make the right financial decisions, so you have clarity and certainty about your financial future.
Request a Call
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.
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.
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