PROTECTING WHAT’S IMPORTANT

Trusted advice to protect what’s important to you

Life is full of surprises and there are often times when you think ‘what if?’ None of us want to think about the worst that could happen. You want to be reassured that you have done everything possible to take care of your loved ones and protect what’s important to you, should the unexpected happen.

How can we help you protect what’s important?

We offer expert protection advice in Nottingham and Kenilworth. We can help you plan for the future and protect what’s most important to you. Risk management is a key area of our financial planning process as the unknown is almost certainly going to occur, we just don’t know when and in what form. We’ll review what you’ve already got in place and will help you decide what type of life insurance, critical illness and income protection is appropriate for your circumstances and has the best chance of being there when you need it most.

Understand the level of cover required to achieve peace of mind

We will explain the range of solutions available for life assurance, critical illness and income protection and help you determine what level of cover is appropriate for your circumstances.

Ensure your cover is there when you need it most

Protection policies, particularly Critical Illness, can be very complicated so we offer a specialist service to ensure you have the policy that is right for you and has the best chance of being there when you need it most.

Protect your business if the unexpected happens

If you own a business, we will help you ensure it is protected so it can continue to run successfully should the unexpected happen. Key person insurance, shareholder protection or partnership protection can provide funds in the case of death or critical illness.

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GET IN TOUCH

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, to protect what’s most precious to you today.

FINANCIAL PLANNING ARTICLES

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Rob

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’.

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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.”

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Simon Phippen

Director of Riverfall

We can help you visualise your financial future, if you want to know when you can retire and how much money you should be putting aside for your retirement.

Learn more about…

Financial planning

Create financial certainty about your future

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Investments

Make the most of your wealth

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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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