FINANCIAL PLANNING

Expert financial planning to give you clarity and certainty about your financial future

Are you using your money to make the most of your life? We only have one life and every day is precious, so ensuring that you make the best use of your money is what underpins our whole approach to financial planning. Our financial planners in Nottingham and Kenilworth will give you clarity and certainty about your financial future and will help you create a plan to get to where you really want to go.

HOW CAN WE HELP WITH YOUR FINANCIAL PLANNING?

Like many people you may be thinking seriously about your financial future, but are unsure that you’re making the right decisions. In a world of complexity and change our approach to Financial Life Planning will give you clarity and certainty about your financial future.

1. WHAT DO I HAVE?

We need a clear starting point. Do you really know what you have got? Is it in the right place, how is it performing, what is it worth today and what might it be worth in the future? Sounds simple, but we are all likely to have various investments, pensions and other assets and liabilities arising from different chapters in our lives. If we put it all together and look at the big picture, what does it look like?

2. WHERE DO I REALLY  WANT TO GO?

It is easy to chase money believing that the more you accumulate the happier you will be. But most people agree that money is not an objective in itself. You should be using your money to achieve what matters most to you in life. So we use an innovative set of tools to start a conversation around:

  • What are the things that are really important to you and are you using your money to achieve them?
  • What are the upcoming life events that so often create financial challenges that you should anticipate and plan for?

3. HOW CAN I GET THERE?

Once you have decided where you want to go, you need a plan that will give you a clear pathway to get there. Using sophisticated modelling software we will create a model of your financial future so that you can see if you are on track to achieve your goals and make the most of life along the way. We will model various scenarios such as when you might want to stop working and how your investments might perform, until we find the scenario that suits you best.

If the scenarios suggest you might not have enough to fund the lifestyle you’d like now and in the future, we will look at ways to deal with this. If on the other hand it looks like you have a great financial future ahead, we will encourage you to chase your dreams and aspirations.

We want you to be confident in your plans for the future. Inevitably things will change but as they do, we will work with you to adapt to those changes and keep your model updated.

Knowing that you are on track to get to where you want to go is truly empowering, it puts you in control and gives you financial peace of mind.

WORKING WITH OUR FINANCIAL PLANNERS YOU CAN EXPECT TO ACHIEVE

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Financial peace of mind

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Greater purpose & meaning in your life

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More control over your financial future

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Better management of the financial risks and opportunities in your lifetime

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Increased wealth and the amount you are able to pass on to your loved ones

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GET IN TOUCH

We offer all prospective clients a free initial meeting with one of our financial planners, 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.

Financial planning articles

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Viv and Steve

Retirement & Financial Planning Clients

“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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Mr & Mrs B. Nottingham

Financial Planning Clients

“We have now retired and have confidence in the financial plan that was produced for us. I could not recommend highly enough Riverfall to anybody in a similar position to ours. An absolutely brilliant service.”

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Simon Phippen

Director of Riverfall

Get more from your money than just money. In this thought provoking article we ask ‘Are you living the best life possible with the money you have got?’

Secure your future, and theirs…

We are here to help you make the right financial decisions about your future.

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