Riverfall turns 7 and celebrates with a new Managing Director
July 2014 saw a new firm of financial planners open up in West Bridgford, Nottingham. Since that time an awful lot has happened in the profession and of course in the world in general.
This year therefore sees us celebrating our 7th birthday and this is something we are extremely proud of.
In April, the founder and director of Riverfall left the firm which was taken over by existing financial planner Jessica McGowan and three new owners; Anna Brocklehurst, Steve Lathwood and Chris Hutton; owners of Charnwood Accountants & Business Advisers.
As well as taking on the mantle of Managing Director, Jessica has also this year attained the title of Certified Financial Planner™ after having sat a rigorous written exam and case study submission.
Jessica commented that “Riverfall has always been a firm which has focused on great client service and strived to find new ways of adding value. It was a very natural progression for me to take over as Managing Director and we are all excited to move forward and offer our clients the best possible service for many years to come”.
Chris feels the same; “Charnwood Accountants & Business Advisers offers great service to its clients’ and it was important to us that we make links with a firm who was likeminded. Jessica and the Riverfall team inspire confidence that they will always do the right thing for their clients.”
Anna added; “I first met Jess over 15 years ago and we’ve been supporting each other during that time, so we’re very happy that Riverfall clients are in safe hands and thankful that the existing team are able to carry on providing a very focused service.”
Steve says; “People buy into people and it’s obvious to us that Riverfall is a fantastic team. As a firm, we’ve now fully embraced the 21st century and organised some much-needed IT upgrades meaning that we can be flexible and see our clients however they want to be seen. The office is very welcoming and so we look forward to people visiting us once again as soon as they feel comfortable doing so.”
The rest of the team at Riverfall remain the same, some of whom have been with us since day 1. We have of course seen an upsurge in clients and new enquiries requiring assistance during the last 18 months and are also pleased to now be back working in the office and seeing much more of each other day to day.
With thanks to everyone who has been involved in Riverfall’s success – we look forward to celebrating many more birthdays to come.
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During our discussions with our clients, we take the time to understand their feelings about responsible investing and its importance to them. This can range from being generally aware through to being completely dedicated.
We approach all conversations ethically and take great pride in working within the remit that feels most comfortable to a client when it comes to investing.
If you would like to know more about how we can incorporate your feelings in to your investments, then please get in touch.