Expert later life planning to make the most of later years

The good news is that we are all likely to live longer and healthier lives than past generations. We now have the added challenge however of ensuring that we have adequate resources to allow us to live a full life in those later years. Later life planning can be complex and time consuming, so make sure you get specialist long term care advice from experts you can trust.

How can we help with your later life planning?

If you need to consider the services of a care home for yourself or an elderly relative, you can rely on us to help you with the later life planning process. The complexities of the many decisions you or your family may need to face when looking at issues such as long term care funding, inheritance tax or equity release will need careful and considered advice.

Managing the details

Our advisers in Nottingham and Kenilworth can manage the detail such as calculating the cost of long term care home fees to ensure that you or your relative won’t run out of money in later life. We also factor in any additional support the State may be able to provide according to your individual circumstances. By creating a plan for later life in advance, you can identify if there may be a shortfall and we can advise on a strategy to help keep you on track.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.



We offer all prospective clients a free initial meeting with one of our financial advisers, to see if we can be of help to you.

Book your meeting, for specialist advice on later life planning today.




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 knowing that you have done the right things and that you don’t need to worry’.


Mr & Mrs B. Nottingham

Financial Planning & Retirement Client

“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”


Simon Phippen

Director of Riverfall

If you want to know when you can retire and how much money you should put aside for your retirement, we can help you to visualise your financial future, so that you can plan ahead with confidence

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Financial planning

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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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