What people say about Riverfall Financial

WHAT YOU SAY

riverfall-financial-fav

Feedback from our clients

It’s not what we say about ourselves that’s important. It’s about what others say about us. Scroll down to look at the testimonials from our clients.

Feedback from our clients is very important to us, not only because of the good things we hear but also because we take very seriously any negative comments and make sure that they are acted on for the future.

We have received to-date a total of 95 fully completed feedback forms and we are proud to have an average score of 92% across all stages of our advice process, from initial contact to the implementation of a solution. One of the questions that we regard as the “acid test” is, “would you recommend our services to a friend or family member?” Our average score for this question is 94%.

Our thanks to all our clients who have taken their time to complete the feedback form. Although there is always room for improvement, it is nice to see confirmation from the people whose opinion matters the most, our clients, that we are delivering the service and level of client satisfaction that we promise.

What you say

Please see what our clients say about how we have helped them

“The financial services industry is unbelievably complicated so finding a financial adviser you can trust is paramount. Paul Wilson’s approach of long term commitment and annual reviews is so important and he’s shown infinite patience coming up with options and reviewing alternatives. You won’t get a hard sell, just in depth industry knowledge, good advice and old fashioned service.”

“We were faced with probably the most difficult decision of our life, 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.”

“Jessica was lovely to deal with and my wife and I were completely at ease with her. Her explanations were very clear and with her relaxed manner made the meetings that more enjoyable.”

 

“Excellent service. Jessica is great!”

“Paul deftly and confidently guided us through the recent tough economic times.  He has been able to interpret the larger economic picture as it impacts on one’s personal financial situation. Take an appropriate interest in one’s personal life situation while at the same time keeping focused on identified goals. Honest, reliable, ethical and highly recommended”.

“Both my adviser and the client service team have done a first class job. Very fast and efficient. Their care and attention made me feel I was their only client. Well done.”

“I would just like to say I have never used a financial adviser before, but I felt very at ease and couldn’t have sorted it out by myself. Thank you.”

“Very helpful. Easy to understand and contact. Thanks for your help!”

“I am continually impressed by Paul’s efficiency and expertise as well as that of the Riverfall team. Thanks to Paul, I can once again look forward to my retirement and enjoy the travelling I have planned.”

“10 out of ten, excellent service from start to finish and more like a friend than client, many thanks.”

“Paul has been my financial adviser for around 20 years. I have relied on his advice during this time and have not been disappointed. He listens, and is patient and fully understood my position. Paul has acted in my best interests and shows empathy and support in a very professional and friendly manner.”

“James and all of the staff at Riverfall were and are extremely helpful and polite, nothing was too much trouble and we are very happy with how we have been treated. This has been a big learning curve for myself and my wife and would otherwise be in a big mess without Riverfall’s input. Thank you.”

“18 months ago, I was fortunate enough to inherit a substantial sum of money and realized that I needed some advice. I went to see Paul at Riverfall Financial in Kenilworth and after several meetings he assessed my attitude to risk and came up with a plan that would secure long term growth of my investment. I can only say that Paul is an expert in what he does and I would highly recommend his services to anyone.”

“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. Finances and investment are a minefield to those amongst us less familiar with the fine detail, it was made easy.”

“A very positive and frank conversation about my aims and objectives in the coming years. Thank you”.

“I have used the services of Paul Wilson since 2009. Throughout this time he has helped me enormously with a wide range of financial matters. He has consistently considered my circumstances and acted in my best interest. I would have no hesitation whatsoever in recommending Paul Wilson of Riverfall Financial to others.”

“I have known Paul for a number of years and have had dealings with him in the past. When I came into the money I invested with you – that should say everything really.”

“Clarkson Accountancy are a trusted firm of accountants providing accounting solutions to small and medium sized businesses. We provide a high standard of service and in return we expect the same high level from our contacts and suppliers. An employee recently required some financial planning due to a change in circumstances. Shaun was contacted and arranged a prompt meeting. He provided a thorough review of their current situation and provided excellent advice and solutions. He ensured sufficient life cover was in place to cover the family. The pensions and saving portfolios were also reconciled into more suitable investments. The team at Riverfall kept them updated throughout the process. I would not hesitate to recommend Shaun and the team. I know that Riverfall Financial work tremendously hard to ensure that their customers receive an outstanding service at a very competitive price.”

Lisa Clarkson FMAAT, Clarkson Accountancy

What’s your next step?

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

Book your meeting to take control of your financial future today.

Live the life you want