Trusted Financial Advisers

We are here to help you make the most of your money.
Our

financial advisers in Nottingham

and Kenilworth will help you make the right financial decisions and will give you clarity and certainty about your financial future.

HOW CAN WE HELP YOU?

How Can We Help You?

Planning for your retirement?

If retirement is becoming a reality and you need to seriously look at your options, we help you plan ahead with confidence.

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Already retired?

Wanting to enjoy a full and comfortable life? We help you make the most of your retirement savings.

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Inheriting or receiving a windfall?

We help you invest your money wisely and safely to achieve your goals.

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Concerned about inheritance tax?

We help you protect and pass on your wealth in the most tax efficient manner.

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Dealing with life changing events?

Life can change in an instant, for better or worse. Divorce, serious illness, lottery win? We help you make a plan to secure your financial future.

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Are you a business owner?

We help you safeguard and get the most out of your business, so that you can maximise your wealth and achieve your personal financial goals.

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Secure your future, and theirs…

We are here to help you make the right financial decisions about your future.

Meet Our Clients

We help people just like you to achieve the things that matter most to them in life.

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Rob

Investment & Retirement Planning Client

‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. He is the person we trust with our money. 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’.

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Lindsey

Retirement & Financial Planning Client

‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, have to feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.

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Viv and Steve

Retirement & Financial Planning Clients

‘It’s such a massive decision and you worry about who you can trust. We had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now both happily retired and doing the things we have always talked about, earlier than we had thought possible.’

ASK YOURSELF

Am I using my money to achieve what matters most to me in life?

What do I have?
Where do I really want to go?
How can I get there?

Meet our people

Our expert and approachable financial advisers in Nottingham and Kenilworth are supported by our experienced and friendly team of paraplanners and administrators.

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Start your journey today

We offer all prospective clients a free initial meeting with one of our financial advisers in Nottingham and Kenilworth, to see if our service is right for you.

We only have one life and every day is precious. The sooner we get started, the quicker you can use your money to achieve what matters most to you in life.

Our experts share their thoughts

A Guide to Inheritance Tax Planning. 8 ways to cut your inheritance tax liability
Stephanie Manners-Butler

Stephanie Manners-Butler- Senior Paraplanner

Think inheritance tax doesn't apply to you? Think again! With house prices rising over the past decade, more families are affected. We look at how to protect and pass on your wealth.
Read full article
When can I retire and how much will I need?
Simon Phippen

Simon Phippen- Riverfall Founder and Director

If you want to know if you are putting enough aside and when you can afford to retire, we can help you visualise your financial future so that you can plan ahead with confidence.
Read full article
Should I transfer out of a final salary pension scheme?
Jessica McGowan

Jessica McGowan- Financial Planner

Whether or not to transfer out of a final salary pension scheme is one of the biggest financial decisions of your life. We outline 4 questions you should be thinking about.
Read full article

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people

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Learn more about…

Financial Advisers in Nottingham

Financial planning

Create financial certainty about your future

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Financial Advisers in Nottingham

Investments

Make the most of your wealth

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Financial Advisers in Nottingham

Retirement planning

Plan your perfect retirement

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Financial Advisers in Nottingham

Protect what’s important

Prepare for life’s unexpected surprises

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Financial Advisers in Nottingham

Later life planning

Make the most of your later years

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Financial Advisers in Nottingham

Estate & inheritance tax planning

Protect and pass on your wealth

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