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MEET THE TEAM

  • Simon Phippen MBA Co-founder & Director

    Simon brings his financial and business management skills, developed in a wide range of industries, to the operational running of Riverfall. He trained as a Management Accountant and has an MBA from ESCP in Paris.

    Simon uses the fact that he is not a financial adviser to ensure that Riverfall’s thinking is always client-focused and often challenges some of the ways in which the advice business has traditionally been conducted.

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  • Ameeta Rana FPC1-3, IPM Head of Group Operations

    Ameeta has nearly 30 years’ experience working in financial services, ranging from large corporations such as General Accident Life and Grant Thornton to specialist firms including 6 years with Chesterton House as a para planner in their financial planning team.

    Ameeta manages the operational aspects of Riverfall and also maintains the high quality of our business practices. She works closely with our entire Riverfall team to ensure we deliver an excellent client experience whilst maintaining our integrity.

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  • Nitin Pathak BA(Hons) DipPFS Senior paraplanner

    Nitin operated his own financial advice practice for more than 10 years with a loyal client base that established him as a pensions expert.

    Nitin is now applying his technical expertise and experience in creating client solutions in his role of Senior Paraplanner at Riverfall. He thrives in his role as our technical guru and is a vital member of the Riverfall team.

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  • Kimberley Davies-Phippen MBA FCIM Head of Marketing

    Kimberley has a career of more than 25 years working across Europe for some of the world’s leading consumer publishers and media groups such as Reed Exhibitions and Bauer Media. She has an MBA and is a Fellow of the Chartered Institute of Marketing.

    Kimberley is now excited to be a part of Riverfall and use her experience to create vibrant fresh marketing with real impact that encourages more people to engage with their money, because the rewards are potentially life-changing for them.

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  • Jessica McGowan MCSI DipPFS Financial Planner

    Jessica began her career in financial services in 2001 and has gained a wide range of experience working with clients from all walks of life. She thrives on guiding them through the many complex aspects of financial planning to ensure that they fully understand their goals, options and desired outcomes. Jessica loves her job because what she does can be life-changing for her clients.

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  • James Beck DipFA MLIBF AwPETR BSc (Hons) Financial Planner

    James graduated with a first in Mathematics from the University of Nottingham and is a Level 4 Diploma qualified Financial Adviser. He is our ‘go-to’ expert for cash-flow modelling and financial forecasting.

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  • Paul D Wilson DipPFS Financial Planner

    Paul has been a financial adviser for over 25 years during this time he has held various senior positions including managing director of his own firm. What inspires Paul is to make a positive difference, one family (or business) at a time. His clients have been loyal to him for many years, a reflection of how he spends as much time listening as he does talking, as well as the service and attention to detail he offers to them.

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  • Shaun Brennan DipPFS BSc (Hons) Financial Planner

    Shaun has been looking after clients for 26 years and in that time has helped many families and business owners plan for their future and achieve their goals. Shaun was the pioneer of our inaugural ‘Joined-Up-Expertise’ event for business owners and is looking forward to developing the concept in 2018.

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  • Sue Richardson DipPFS Financial Planner

    Sue has a long experience in dealing with the needs of later life clients reflected in her membership of the Society of Later Life Advisers (SOLLA). She was one of the early adopters of comprehensive Financial Planning in the UK. As well as an impressive list of qualifications, Sue brings a wealth of experience in all areas of financial advice.

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  • Nathan Parish FPFS BSc Economics Chartered Financial Planner

    Nathan is a Chartered Financial Planner with experience in advising on a broad range of financial planning needs for high net worth people and business owners. Nathan is also a Fellow of the Personal Finance Society (PFS) and has an extensive range of professional qualifications. He joins Riverfall from Killik & Co, the highly respected wealth management firm in Mayfair.

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  • Claire Donaldson
    Claire Donaldson Client Service Manager

    Claire has more than 6 years of professional experience as an Office Administration and Customer Services Manager held in various sectors including Finance, Insurance and Law. She has been with Riverfall since day 1 and is usually the first point of contact for clients with the office. Claire has a passion for excellent client service and ensuring that clients are taken care of by placing their needs at the forefront of everything she does.
    What the Riverfall team say: “Claire is lovely with all of our clients in the office and on the telephone and manages to present just the right image – professional and friendly”

  • Lewis White
    Lewis White Financial Planning Support

    Lewis joined Riverfall as a Financial Planning Support trainee. He has always been eager to learn and support the team and our clients in any way he can.

    He has a level 3 qualification in Business Administration which has given him a good foundation to further his career with Riverfall.

    It has been great to see his development into a valued member of the team.

    What the Riverfall team say: “The office wouldn’t work without Lewis, never underestimate the quiet man!”

  • Zeeshaan Qayyum
    Zeeshaan Qayyum Case Manager

    Zeeshaan has a passion for financial advice, having gained his degree at Manchester Metropolitan in Financial Services, Planning and Management in 2016. He has since gained experience in pensions administration and para planning.

    He has already completed a number of professional examinations and is well on his way to fulfilling his long term ambition to be a Chartered Financial Planner.

    What the Riverfall team say: “Only just arrived but already a valuable member of our team!”

  • Amanda Miller
    Amanda Miller Office Administrator, Kenilworth

    Amanda has almost 30 years of experience within the pensions and mortgage industry. She started her career with a branch role at a High Street Building Society and from there moved into pension administration with a pension provider, which also led to pension compliance training.

    Having held various roles within the financial services industry, Amanda is well equipped to use her skills in our Riverfall Kenilworth office. An avid collector of qualifications, she has gained her Banking Associateship, CeMAP and Certificate in Building Society Practice whilst also doing an Open University degree along the way.

    What the Riverfall team say: ‘Amanda keeps the King of Kenilworth on the straight and narrow – easier said than done!’

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  • I am continually impressed by Paul's efficiency and expertise as well as that of the Riverfall team. Thanks to Paul, I can once again look forward to my retirement and enjoy the travelling I have planned. Mr Wheatcroft

  • Ever since I commenced my career I've had the comfort of knowing Paul who ensured that I had the proper level of life and health protection. He has also assisted me with my changing mortgage, savings and retirement planning needs. Paul's advice throughout the years has put me in a strong financial position today.