Sue Richardson Retires from Riverfall

 In News & Information

Event Date:

Practicing what she’s been preaching for many years, Sue and her husband, Ian, have now decided that the time is right to start the next chapter in their lives. We wish them well as they begin their exciting new adventure!

“Living the life, you want” is something which we advisers at Riverfall have been speaking to clients about and helping them achieve for many, many years.  It’s our bread and butter and most importantly this is what we love to do.

We are therefore both delighted and thrilled to see that Sue has achieved her own Financial Plan, reaching her Independence Day goal and she now has the Financial Freedom to do whatever she wants to do.

She and Ian, and their dogs Stan and Zac, can now live the life that they want, and we couldn’t be happier for them.  Whilst we’ve all been restricted in what we can do over the last couple of years, Sue admits that returning as serious competitors at Dog Agility may not be achievable, but there is still plenty they can do to keep themselves fit!

As well as being an early adopter of comprehensive Financial Planning in the UK, Sue has a long experience in dealing with the needs of Later Life clients as well as expertise in areas such as pensions, equity release and long-term care planning.  As previously a holder of ISO22222 and an accredited member of SOLLA, her expertise will be sorely missed by the team.

When asked what her plans were, Sue said  “I have so many!  My Retirement Mood Board shows that there are things I’ve been wanting to start and achieve for years e.g., learn how to play a keyboard and to expand my interest in Astronomy. So, I have no doubt that I’ll be able to keep myself busy”.

Adding “We have lots of trips away planned; some with the dogs, and some bigger trips to places that are of great interest to us and will keep us learning.”

Sue’s mantra is “Only do the things that you like doing”. This is something she has practiced all through her Financial Planner career and which she has told her clients over many years, reminding them that “Life is not a rehearsal and being the richest person in the graveyard is not a good Financial Goal to have”. Having a Rich Life is, and has always been, her goal for her clients and for herself. She doesn’t see why that should change in her next chapter.

“Riverfall has been an exciting place to have worked; and I shall watch with interest how the firm develops over the next few years; I know that Jessica has lots of ideas and feels passionately about helping clients to live their best lives”.

Jess and the Team wish Sue an amazing retirement and thank her for all that she has achieved and taught us over the last 4 ½ years.

Riverfall Financial
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