Client stories

We help people just like you to achieve the things that matter most to them in life.

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Meet Rob

Investment & Retirement Planning Client

‘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. He is the person we trust with our money. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things and that you don’t need to worry’.

Meet Lindsey

Retirement & Financial Planning Client

‘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’.

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Meet Viv and Steve

Retirement & Financial Planning Clients

‘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, earlier than we had thought possible.’

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Get in touch

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

We only have one life and every day is precious. The sooner we get started, the quicker you can use your money to achieve what matters most to you in life.

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Final Salary Pension Transfer Case Study
Our client had a final salary pension with a Midlands car manufacturer. See how we helped him to assess the pros and cons of transferring out of his scheme.
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Corporate Pensions
This business wanted to create a corporate pension scheme for the two company directors and integrate it with their existing pension arrangements. See how we helped.
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Financial Planning Case Study
This company had accumulated significant cash within the business. See how we helped the two directors maximise their personal wealth and minimise tax.
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Final Salary Pension Scheme Transfer
Should our client transfer out of her final salary pension scheme? See how we helped her.
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How you rate us

Feedback from our clients is very important to us, not only because of the good things we hear but also because we take very seriously any negative comments and make sure that they are acted on for the future.

As of July 2019 we have received to-date a total of 190 fully completed feedback forms from our clients and are proud to have an average score of 93% across all stages of our advice process, from initial contact to the implementation of a solution. One of the questions that we regard as the acid test is, “would you recommend our services to a friend or family member?” Our average score for this question is 96%.

Our thanks to all our clients who have taken their time to complete the feedback form. Although there is always room for improvement, it is nice to see confirmation from the people whose opinion matters the most – our clients – that we are delivering the service and level of client satisfaction that we promise.

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Testimonials

It’s not what we say about us that’s important, it’s what others say that matters.

”We were faced with probably the most difficult decision of our life, the decision to retire early at 55 or continue to work whilst at the top of my career and earning potential. We needed to be sure that the numbers would stack up and that we would be able to support the lifestyle we wanted.

The team at Riverfall from the very first meeting immediately gave us confidence that we had chosen well and that this was an organisation that we could trust. Subsequent meetings just reinforced this feeling.

We have now retired and have confidence in the Financial Plan that was produced for us. James was fantastic throughout and the client support team equally as brilliant.

I could not recommend highly enough Riverfall to anybody in a similar position to ours. An absolutely brilliant service”. Mr & Mrs B, Nottingham

“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

“Jessica, I will always keep recommending you, you’ve sorted my future” Jayne King

“10 out of ten, excellent service from start to finish and more like a friend than client, many thanks.”

“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. Finances and investment are a minefield to those amongst us less familiar with the fine detail, it was made easy.” Mr & Mrs Baird

“I have known Paul for a number of years and have had dealings with him in the past. When I came into the money I invested with you – that should say everything really.”

“A very positive and frank conversation about my aims and objectives in the coming years. Thank you”.

“I would just like to say I have never used a financial adviser before, but I felt very at ease and couldn’t have sorted it out by myself. Thank you.”

“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.”

“Both adviser and service team have done a first class job. Very fast and efficient. Their care and attention made me feel I was their only client. Well done.”

Learn more about…

Financial planning

Create financial certainty about your future

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Investments

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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