Meet the team

Our talented team can help you achieve the things that matter most to you in life.

  • Simon Phippen MBA Riverfall 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. She 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. He 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

    During her career Kimberley has worked for some of Europe’s leading publishers and media groups. 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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  • 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 further.

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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 planning.

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  • Katherine Radford DipPFS BA(Hons) Senior Paraplanner

    Katie has a BA(Hons) degree in Criminology and the DipPFS Diploma in Financial Planning. As well as supporting the Riverfall adviser team in offering a great service to our clients, Katie is also responsible for the development and delivery of Riverfall’s innovative Financial Life Planning service.

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  • Claire Donaldson
    Claire Donaldson Senior Financial Planning Support

    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.

  • 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.

  • Georgia McManamon
    Georgia McManamon Financial Planning Support

    Georgia completed a business administration apprenticeship prior to joining Riverfall. She has quickly become a very important member of the team and embraced the friendly but professional working environment. She is often the first face that a new client sees as she welcomes them to the Nottingham office.

    She is ambitious and determined and will no doubt achieve her objective of building a career in financial services.



We offer all prospective clients a free initial meeting with one of our financial advisers, to see if our service is right for you.

Book your meeting, to get clarity and certainty about your financial future today.

Learn more about…

Financial planning

Create financial certainty about your future

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Make the most of your wealth

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Retirement planning

Plan your perfect retirement

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Protect what’s important

Prepare for life’s unexpected surprises

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Later life planning

Make the most of your later years

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Estate & inheritance tax planning

Protect and pass on your wealth

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