Riverfall Financial was created to be one of a new generation of Financial Planning firms. What we do is exciting and different.
The fall of a river describes the journey from its source to the sea and has often been used as a metaphor for the passing of our own lives. Our name ‘Riverfall’ always reminds us that we have been trusted with the responsibility of not just dealing with your money but also with your life. We know that it’s not just about the money, that’s just how we keep the score. It’s about 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 values, current situation and objectives. The long-term relationships we build with you allows us to share with you the passing of time, as we all move from 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.
After much thought we arrived at the name ‘Riverfall’ because it describes the passing of human life that is like a river’s journey, as it falls from its source to the sea. It reminds us that we deal with people’s lives, not just their money.
We looked for a poem that expressed the meaning of our name and when we couldn’t find one we liked, we wrote one ourselves called Riverfall, we hope you enjoy it!
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 at our expense.
Book your free consultation today, to find out how we can help you live the life you want.