Trusted Financial Advisers
We are here to help you make the most of your money.
and Kenilworth will help you make the right financial decisions and will give you clarity and certainty about your financial future.
If retirement is becoming a reality and you need to seriously look at your options, we help you plan ahead with confidence.
Wanting to enjoy a full and comfortable life? We help you make the most of your retirement savings.
We help you invest your money wisely and safely to achieve your goals.
We help you protect and pass on your wealth in the most tax efficient manner.
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.
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.
We are here to help you make the right financial decisions about your future.
We help people just like you to achieve the things that matter most to them in life.
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’.
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’.
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.’
What do I have?
Where do I really want to go?
How can I get there?
Our expert and approachable financial advisers in Nottingham and Kenilworth are supported by our experienced and friendly team of paraplanners and administrators.
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.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people
Join our mailing list to receive our in-house magazine ‘The Bridge’.
Create financial certainty about your future
Make the most of your wealth
Plan your perfect retirement
Prepare for life’s unexpected surprises
Make the most of your later years
Protect and pass on your wealth