Rob's Story
Rob first got in touch following a long career with an international pharmacy group. His financial affairs were becoming increasingly complicated as he entered his fifties. Having started a new job, he had an equity lump sum he wanted to invest. Rob also wanted clarity of his overall financial position having accrued various pensions and investments over the years. He and his wife Helen love Cornwall and he wanted to map out a path to achieving their desired retirement lifestyle including being able to spend more time there in the future. Shaun Brennan has been their financial adviser for the past 5 years.
What made you seek advice?
“I was finding that my financial affairs were becoming increasingly complicated. I had various pensions and investments around the place and I had also qualified for an equity lump sum which I wanted to invest. I realised that I needed to do something more formally and get professional advice, because this was the one thing I had to get right.”
What’s been the biggest benefit of working with Riverfall?
“Shaun has taken the time to get to know us as a couple and as a family. He understands our lifestyle and is giving us advice that helps us to achieve it. Helen and I both love Cornwall and he is helping us get to a position where we can spend more time down there in the future.
The session that we had in your offices with Jessica and Shaun going through the options around my final salary pension was also very well done. It’s such a big decision but the risks and whether or not it makes sense for us to move were made very clear. Both Helen and I understood it all. A couple of things made us stop in our tracks that we weren’t aware of, like the ability to pass on the pension death benefits to our children.”
How has Riverfall made a difference to your lives
“For me it’s the simplification of my financial matters. When you get to your fifties you’ve got various pensions and investments around the place, now I’ve got the benefit of seeing it all together in one place and making sense of it all. And we have got the comfort of knowing that we have made the right decisions financially. Everyone has a little inertia about paying fees and you ask yourself have I got to pay for this advice. But this is the one thing that I had to get right. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things and that you don’t need to worry. That’s worth paying for.”
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.
.jpg)
.png)
