Investment Advice

Build and safeguard your wealth with expert advice from our investment advisors.

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Riverfall Book your free initial consultation today.
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How can we help with your investments

Balancing risk with reward

Making good investments is all about selecting the balance of risk and reward that will enable you to achieve your goals. We’ll create an investment plan to ensure your investments will take you to where you want to go, with the least amount of risk along the way.

Evaluating tax-advantaged investments

After you have used all your standard tax allowances there are tax efficient investments that benefit from favourable tax treatment, but some of these can be excessively risky. We have the expertise to sort the “wheat from the chaff” so that you can make the right choices with confidence.

Reviewing performance

Have you accumulated a variety of different savings and investments over the years? When last did you review their performance? Our comprehensive investment review could improve your returns and reduce costs, and take advantage of tax and legislation changes to optimise your investments.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Who we’ve helped

Meet Rob

‘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.’

Client story: Rob

We are Experts in Investments

You want to know that your investments are on track to achieve your goals and not have to worry about the level of risk you need to take to get there.

Our investment advisors will create an investment strategy that is right for you, whether you’re new to investing or an experienced investor. We’ll also give you expert tax planning so that you don’t pay any more tax than you have to.

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Jared Bowers
financial planner
Jared Bowers
CFP™ Chartered MCSI

Our Expert’s View

We are a decade on from when child trust funds stopped being offered and a lot of us want to ensure that future generations are supported.


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 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?

Pensions & Retirement Planning
Final Salary Pensions
Estate and Inheritance Tax Planning
Later Life Planning
Protect what’s important