Client Stories

Who better to ask for confirmation of our expertise as financial advisers, than our clients? Meet some of the people we’ve helped and who we continue to work with towards their goals.
Retirement Planning

Meet Andy and Alana

I (Andy) was working for a large employer and had reached a point in my life where I knew some pension planning was overdue and we wanted to see if I could finish work before turning 60. This was very freeing as we no longer felt like we were on the treadmill and Jessica helped us understand that what we wanted was achievable.

Business Planning

Meet Martin

As my business grew it was important to me to start to plan for the future. I’d very much been living in the here and now and my company was becoming successful enough for me to lift my head up and think about many years ahead and what I wanted to achieve.

Personal Planning

Meet Lindsey

‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, have to feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.

Personal Planning

Meet Steve and Helen

‘It’s the peace of mind that comes from knowing we’re doing the right things. At this stage in my life I don’t want to make the wrong financial decisions, because that would be too hard to put right. We know we’re making the best use of the money we’ve got, to do what’s important to us’.

Retirement & Financial Planning Clients

Meet Viv and Steve

‘It’s such a massive decision and you worry about who you can trust. But we had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now both happily retired and doing the things we have always talked about, sooner than we had thought possible.’

Retirement & Financial Planning Clients

Meet Di and Trevor

‘People just don’t understand what’s possible without taking financial advice and we certainly didn’t think that this lifestyle would be possible. You do need to get professional advice, you can’t do this alone. Thanks to Sue and the Riverfall team for pulling out the stops and enabling us to have a financial future we didn’t think was possible.’

Investment & Retirement Planning Client

Rob's Story

"I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things."

Retirement & Financial Planning Client

Steve's Story

‘I looked at the bits and pieces of pension pots from a variety of different jobs but had no idea what it amounted to or how to organise it… so I panicked, Googled financial advisers and was lucky enough to find Jessica at Riverfall.’

Retirement Planning Client

Gary's Story

‘Pensions are very complicated and I knew that if I wanted to consider a final salary transfer that I would need to take regulated financial advice. I’d already got one final salary scheme in payment so knew that I wanted to explore all options with this one.’


What our
clients say

It’s not what we say about us that’s important, it’s what our clients say that matters most.
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“We both agreed that it was the full, concise but easy to understand way our investment was explained to us by Jessica that really stood out. It was made easy.”
Mr & Mrs Baird
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“I am very grateful for the excellent help and advice received from Shaun Brennan and felt 100% confident in the service provided”
Mr N Lewis
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We continue to be inspired and excited by planning our future!” Jo Rimmer, business owner.
J Rimmer, Business Owner

Frequently Asked

Do I have to pay for an initial meeting with a financial planner?

Absolutely not.  Your first meeting, typically lasting an hour, is at our expense and is the opportunity for you to decide if you would like to work with us.  It is also an opportunity for us to ensure that we can add value for you before proceeding any further.

Where can I find you?

We are based in Ruddington and also have office space in Mountsorrel near Loughborough as well as central London. For directions to our Ruddington office please visit our About Us page.

How can I meet with a financial planner?

We would always suggest, where you are comfortable and where practical, that your initial meeting is held face to face. We also have Teams conference calling and are happy to speak over the telephone. Call us today and one of our team will be happy to set up an appointment time, day and method that suits you best.

What are the different services you offer?

We offer Personal Planning, Business Planning and Mortgages & Protection, including Final Salary Pension Transfer Advice. If there’s an area which we can’t offer assistance on we will help you source alternatives if suitable. We would be happy to run through everything that we offer in an initial, no obligation meeting.

What are your charges?

All of our fees are agreed upfront and before any chargeable work is carried out, providing you with the peace of mind that you understand exactly what you’re paying. We also offer a range of payment methods. Our planners are happy to discuss our fee models in an initial, no obligation meeting and will always provide a bespoke proposal for your consideration.

The financial future you want starts right here

If this sounds like you, let’s have a conversation.

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The bridge magazine

Read our magazine
‘The Bridge’

Communicating with our clients is important to us, so we create our very own magazine, into which we pour the expertise of the Riverfall Financial team.

It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.

How can we help you?

Personal Planning

Create financial certainty about your future

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Business Planning

Make the most of your business and secure your future with expert financial planning

Start planning
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Safeguard your income and family with expert, trusted mortgage and protection advice

Start planning
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