Meet Tony
Tony came to us on recommendation from his accountant as he was in the process of exiting his business and needed assistance with ensuring that his funds would meet his current and future needs as well as estate planning around inheritance tax.
Here’s what he had to say about working with the Riverfall Financial team.
What made you seek advice?
I was keen to explore investment and pension avenues as I was extracting myself from the business I’d worked in for decades. I wanted to secure a comfortable retirement and know that I was financially secure. Just as importantly I wanted to make sure that I could control future inheritance tax projections.
It transpired that my accountants, Charnwood Accountants & Business Advisors have worked closely with the Riverfall team over the years and they therefore had no hesitation in recommending David (Mulcahy) to me.
What’s been the biggest benefit of working with Riverfall?
Working with Riverfall has given me the confidence and assurance that I can do what I want; they are looking after me. Seeing my investments grow in this current climate has proven that they are working with my best interests at heart. I didn’t need to take significant risk to meet my objectives and they’ve not pushed me in this regard, but they’ve also ensured I’m as tax efficient as possible too.
I receive regular contact including informative e-mails, newsletters, some great telephone conversations with David and visit their offices when needed. I feel this ensures good communication and I therefore have confidence to carry on with what I want to do with my retirement; enjoying time visiting the Welsh countryside with my wife.
How has Riverfall made a difference to your lives
Without a doubt, it’s the peace of mind that my finances are in safe hands. Any investments they advise on will perform within the explained remit and with the monitoring of markets I’m happy that we’re all working to the best of our ability to ensure my retirement.
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.
