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FINANCIAL PLANNING

Creating financial certainty to live the life you want

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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Trusted financial planning to set you up for the rest of your life

Whether you want to plan for your retirement, save for that dream place in the sun or look after your family’s future, our financial planners will help you to get your financial house in order, so that you can live the life you want.

It’s not always easy to know how much money you’ll need for the rest of your life, or how to make the most of it. That’s when taking expert advice from an adviser you can trust really pays. We’ll create a financial masterplan that’s right for you. Knowing ‘how much is enough’ and that you are on track to achieve your goals is really empowering, it puts you in control and gives you financial peace of mind.

How can financial planning benefit you?

Financial planning helps you to make your big plans and take your big decisions. It’s all about ensuring that you have the financial certainty you need to live your life with purpose.

Everyone is unique, so we’ll start by understanding what’s important to you and what you really want in life. We’ll then model various scenarios to help you visualise how much money is enough. We’ll consider when you want to stop working and how your investments might perform.

If the scenarios suggest that you might not have enough money to fund the lifestyle you want, we will look at ways to deal with this. Conversely, if it looks like you have a great financial future ahead, we will explore the options this allows you to consider and encourage you to spend more of your money on chasing your dreams and aspirations.

Provided that you regularly review your plan to keep it up to date with life’s inevitable changes, it will always be there for you as a guide. You will be surprised at how you can gain a real sense of confidence and certainty about your financial future.

We all need to be reminded from time to time that life is not a rehearsal and that every day is precious. We should all have one big dream and a plan to make it come true.

The sooner we get started to help you take control of your financial future, the sooner you can live the life you want.

You can probably have a lot more fun at 55 than 85

Your privacy is 100% safe with us.

The 5 Key Areas of Financial Planning

The plan that we create will progress through these 5 key areas, some of which may be more or less important to you and may change over time according to your circumstances:

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What our clients say

We were faced with probably the most difficult decision of our lives, 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.

James and 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.

Working with our financial planners, you can expect to achieve:

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Financial peace of mind

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The most money, when you need it most

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Greater 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

Life is better with a financial plan

Find out more about how we can help you to take control of your financial future

When can I retire and will I have enough?

Why is Financial Planning important?

What’s your next step?

We offer all prospective clients a discovery meeting with one of our financial planners at our expense, to see if we can be of help to you.

Book your free initial consultation to take control of your financial future today.

Live the life you want