Our Reason Why
Riverfall was created to be one of a new generation of financial planning firms. We are an approachable team of forward-thinking financial planners, supported by an experienced team of paraplanners and administrators. We put your life at the centre of the conversation, not just your money. We know that what we do helps people and can sometimes change their lives. From the client who has just been told that she has only months left to live and needs to sort out her affairs before it is too late, to the couple who can now retire earlier than they had thought possible thanks to our financial modelling, what we do makes a difference and it’s not a responsibility we take lightly.
This is not just corporate “gobbledygook” but the values that govern who we recruit, how we work together and the service we provide to you. It is the combination of these values that allows us to deliver a remarkable service to you.
TRUST RELIABILITY CREATIVITY TEAMWORK PRIDE
We only hire people who we can trust, with an attention to detail, who work creatively and positively, supporting each other within the team. We then add years of experience and a broad range of technical expertise to ensure that we deliver an excellent experience for you.
The fall of a river, descending from its source to the sea, is often used as a metaphor for the passing of our lives. By choosing the name Riverfall, it always reminds us that we have been trusted not just with the responsibility of dealing with your money, but also helping you with the journey of your life.
We’ve created our own poem, to help you understand who we are and what we do.
We are a member of Quilter Financial Services Limited, one of the UK’s largest financial advice networks and a leading provider of advice, investments and wealth management that manages over £100 billion of investments on behalf of more than 900,000 customers. We believe this relationship benefits you in several ways:
Our personal service is supported and enhanced by the resources of a large financial services group.
All the products and providers we recommend have been rigorously and expertly researched using an extensive and highly competitive due diligence process, ensuring we have access to the very best in the industry.
We can help you choose from a wide range of solutions designed to meet all your personal financial needs, ensuring that you are offered the solution that is best for you.
The leveraged buying power of the Quilter network allows us to offer products at rates which are often not available anywhere else in the market.
Please read the Guide to our Services for more information about Quilter and our business and services, so that you know what to expect when working with us.
We offer competitive pricing for the level of expertise we provide to all our clients.
The various ways in which we can calculate and charge fees are all described in our easy to read Terms of Business document which we will talk you through at our first meeting. Any fee is agreed in advance and in writing before we commence any work on your behalf.
We offer all prospective clients a free initial meeting with one of our financial advisers, to see if our service is right for you.
The sooner we get started, the quicker you can use your money to achieve what matters most to you in life.
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