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? 

CORONAVIRUS UPDATE

These are uncertain times and you may be concerned. We are here to help. We are doing our part to protect our team, clients and community. Our advisers and support team are working remotely from home, handling our day to day operations. We are contactable by email and have video conferencing facilities, so meetings and annual reviews can be conducted by video or telephone. We are accepting new enquiries so you can get expert advice.

Please get in touch by completing our contact form to arrange a friendly call.

 

How We Can Help You

Planning your retirement?

If you are looking at your options, we can help you plan with confidence.

Plan to retire

Already retired?

Make the most of what you’ve got to enjoy a full and comfortable retirement.

Maximise it

Inheriting or investing money?

Invest wisely to build and safe-guard your wealth.

Build your wealth

Concerned about inheritance tax?

Protect and pass on your wealth in the most tax efficient way.

Pass it on

Planning your future?

Chase your dreams & aspirations and and secure your financial future.

Start planning 

Own a business?

Protect your business and maximise your opportunities.

Maximise it 

Secure your future, and theirs…

We are here to give you clarity and certainty about your financial future.

Meet Our Clients

We help people just like you to achieve what matters most to them in life.

client-stories-rob-v2-riverfall-financial

Meet Rob

‘It’s such a comfort blanket’

‘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’.

client-stories-lyndsey-v2-riverfall-financial

Meet Lindsey

‘On my wavelength’

‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, 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’.

client-stories-viv-and-steve-v2-riverfall-financial

Meet Viv and Steve

‘Doing the things we have always talked about’

‘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 happily retired and doing the things we have always talked about, sooner than we had thought possible.’

ASK YOURSELF

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

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

Meet our Team

We are here to make a real difference to how you feel about your money and what it can do for you. Talk to our expert financial advisers in our Nottingham and Kenilworth offices.

riverfall-financial-fav-white

Start your journey

Are you looking for clarity and certainty over your financial future? Discover how you could be using your money to achieve what matters most to you in life. Arrange your free initial meeting with one of our financial advisers in Nottingham and Kenilworth.

Our experts share their thoughts

When can you retire and how much is ‘enough’?
Simon Phippen

Simon Phippen- Riverfall Founder and Director

Want to know if you are saving enough 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 you 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 take a closer look at the four key questions you should be asking.
Read full article
How do you reduce your inheritance tax liability?
Nitin Pathak

Nitin Pathak- 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

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

riverfall-financial-fav-white

Join our mailing list to receive our email Newsletter.

How we can help you

Financial Advisers in Nottingham

Financial planning

Create financial certainty about your future

Start planning

Financial Advisers in Nottingham

Investments

Build and safeguard your wealth

Build your wealth

Financial Advisers in Nottingham

Retirement planning

Plan your perfect retirement

Plan to retire

Financial Advisers in Nottingham

Protect what’s important

Prepare for life’s unexpected surprises

Get prepared

Financial Advisers in Nottingham

Later life planning

Make the most of your later years

Plan for care

Financial Advisers in Nottingham

Estate & inheritance tax planning

Protect and pass on your wealth

Pass it on