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. Everyone has a story, what is yours?
The fall of a river, from its source to the sea, is often used as a metaphor for the passing of human life. Our name ‘Riverfall’ 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 know that it’s not just about the money, that’s just how we keep the score. Helping you to live the life you want now and in the future, that’s what really matters.
The nature of financial advice is changing rapidly, you now place less value on ‘transactional’ services based around a single financial product. You require comprehensive financial planning that is unique to you and constructed only after carefully listening to and understanding your current situation and what’s important to you. The long-term relationships we build with you allows us to share with you the passing of time, as we all move from the spring to the sea.
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.
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, a broad range of technical expertise and access to a wide selection of innovative and market leading financial solutions to ensure that we deliver an excellent experience for you.
Live the life you want
We are a member of the Intrinsic Advisor Network, itself part of the Old Mutual Wealth Group, a multi-billion-pound international financial services company. 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 group allows us to offer products at rates which are often not available anywhere else in the market.
The fall of a river, descending from its source to the sea, is often used as a metaphor for the passing of our own 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 chose to illustrate this idea by creating our own poem, we hope it helps you understand who we are and what we do.
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 an initial discovery meeting with one of our financial planners, at our expense, to see if we can be of help to you.
Book your meeting, to secure your financial future today.