Trusted
Financial
Advisers

Providing you with financial certainty to live the life you want

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The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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PENSIONS & RETIREMENT PLANNING

Plan your perfect retirement

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FINANCIAL PLANNING

Create financial certainty about your future

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INVESTMENTS

Make the most of your wealth

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PROTECTING WHAT’S IMPORTANT

Be prepared for life’s unexpected surprises

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ESTATE & INHERITANCE TAX PLANNING

Protect and pass on your wealth

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LATER LIFE PLANNING

Make the most of later years

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Building relationships based on mutual trust. Giving you financial peace of mind.
Ensuring you have the most money, when you need it most.
Securing your financial future, so that you can live the life you want.

That’s What We Do. Expertly. Every Day.

INDIVIDUALS AND FAMILIES

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JOINED-UP-EXPERTISE FOR ACCOUNTANTS AND SOLICITORS

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BUSINESS OWNERS

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Your Riverfall experience

Riverfall Financial was created to be one of a new generation of Financial Planning firms. We put your life at the centre of the conversation, not just your money. Helping you to live the life you want now and in the future, that’s what really matters.

Everyone is unique, so our trusted financial advisers in Nottingham, London and Kenilworth will use their expertise to find the solution that is right for you. We will take time to understand what’s important to you and what you really want in life, so that you can have financial certainty to live the life you want.

Trusting us with your financial affairs is only the start of what we are sure will be a rewarding relationship. We recognise the importance of looking after you on an ongoing basis, so you will have your dedicated financial adviser and the support of the Riverfall client service team whenever you need them. You will also have regular reviews and be kept up to date on what’s important to you.

Financial
Planning

We can help you create financial certainty to live the life you want.

Our experts share their thoughts

Jessica McGowanJessica McGowan

Financial Planner

Should I transfer out of a final salary pension scheme?
Should I stay or should I go? Whether or not to transfer out of a final salary pension scheme is one of the biggest financial decisions of your life.
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Nathan ParishNathan Parish

Financial Planner

Inheritance Tax Planning Guide
With some forward planning, you can ensure that the people you want to benefit from your estate actually do. Here are 8 ways to reduce your inheritance tax liability.
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Simon PhippenSimon Phippen

Director

When can I retire and will I have enough?
If you would like to know when you can retire and how much money you will need, we can help you visualise your financial future.
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Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people

What you say

It’s not what we say about us that’s important. It’s what others say about us.

What difference can we make to you?

We are here to ensure that you have the most money, when you need it most. Working with our financial advisers you will feel confident about your financial future, knowing that everything has been done for you and your loved ones and that you have financial certainty to live the life you want.

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Our client had a final salary pension with a Midlands car manufacturer. See how we helped him to assess the pros and cons of transferring out of his scheme.
View case study
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This business wanted to create a corporate pension scheme for the two company directors and integrate it with their existing pension arrangements. See how we helped.
View case study
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This company had accumulated significant cash within the business. See how we helped the two directors maximise their personal wealth and minimise tax.
View case study

Get in touch

We offer all prospective clients an initial discovery meeting with one of our financial advisers at our expense, to see if we can help you. Fill out the form below and we’ll set up a friendly call to discuss how we can help you today.

Alternatively you can call us to discuss your requirements on 0115 824 0186 or email us at enquiries@riverfall-financial.co.uk