Celebrating a Decade of Financial Wisdom

Managing Director & Financial Planner
Jessica McGowan CFP™ Chartered FCSI
Jessica began her career in Financial Services in 2001 and has gained a wide range of experience working with clients from all walks of life, guiding them through the many complex aspects of financial planning to ensure that they fully understand their objectives, options and desired outcomes. Jessica prides herself on delivering an excellent service for her clients ensuring that they are well looked after through every stage of the financial planning process, firmly believing in the empathetic and emotional side of the process as much as the facts and financials.

A decade marks not just the passage of time but a journey of growth, learning, and evolution. As Riverfall celebrates its tenth anniversary, it stands as a testament to the vision, dedication and commitment to excellence that have defined its’ course as a financial planning firm.

Founded a decade ago, Riverfall embarked on its mission with a singular goal: to empower individuals, families and business owners with the knowledge, tools, and strategies to achieve their financial goals and objectives as well as some amazing lifetime aspirations. What started as a modest endeavor has blossomed into a trusted firm which still retains four of its original staff from that first year of serving the community.

With a change in leadership four years ago, having already been an adviser with the firm, Jessica McGowan stepped into the Managing Director role, bringing fresh perspectives and a renewed dedication to Riverfalls mission. "I continue to be inspired by the passion and dedication of our team," shares Jessica "Together, we've continued to uphold the values that define us, while also embracing new opportunities for growth and advancement."

A significant milestone in Riverfalls journey occurred just a year ago when it made a strategic move to become more local and visible on the High Street in Ruddington. Recognizing the importance of being accessible to the community, Riverfall opened its doors in this prominent location, welcoming clients to engage with its team of experts in a comfortable and convenient environment. “It was an excellent move and one which we are very proud to have taken the leap of faith to have undertaken” says Jessica.

At the heart of Riverfalls success lies its unwavering focus in providing clients with clarity and certainty. Over the years, it has built enduring relationships with clients based on transparency, integrity, and personalised guidance. By understanding each client's unique circumstances, goals, aspirations and risk tolerances, Riverfall has been able to tailor comprehensive financial plans that align with their lifetime ambitions; be that retiring early, selling their business, putting the children through private school, affording extra holidays, buying that dream car or funding charities, to name but a few.

In an ever-changing financial landscape, Riverfall has remained steadfast in its commitment to staying ahead of the curve. Its team of seasoned professionals, armed with deep industry expertise and a passion for continually exploring new strategies and investment opportunities are always led by one over-arching statement: ‘Because it’s about your life, not just your money”.

Recognizing that informed clients make better financial decisions, it has invested resources in empowering clients with knowledge and insights to navigate complex financial concepts with confidence.   Most often, the circulation of its newsletter ‘The Bridge’, now on its 13thedition, has been praised as an excellent coffee table book and is often passed on to children or colleagues as an introduction to the sorts of areas in which financial planning can really add value for all.

Looking ahead, Riverfall is poised to build on its legacy of excellence. As it embraces the opportunities and challenges of the next decade, it remains guided by the same principles that have fuelled its success thus far: integrity, wisdom and a relentless commitment to client satisfaction.

To its clients, connections and employees, Riverfall extends its heartfelt gratitude for their trust, support and dedication over the past ten years. As it embarks on the next chapter of its course, Riverfall reaffirms its commitment to being a trusted adviser and partner in helping individuals, families and business owners achieve their financial goals and personal objectives.

It’s exciting to see what the next ten years will bring!

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 24/05/2024

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