ACCOUNTANTS AND SOLICITORS

‘Joined-Up-Expertise’ to deliver a remarkable client experience

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

‘Joined-Up-Expertise’ to deliver a remarkable client experience

At Riverfall we have learned from experience the value that can be added for a client when their financial and legal advisers work together and combine their expertise to provide a great client outcome. So we are pioneering the concept of ‘Joined-Up-Expertise’, to describe how we like to collaborate by referral with our fellow professionals, accountants and solicitors.

When was the last time your clients saw their accountant, solicitor and financial adviser all together in the same room? We now operate in an environment where regulators and clients expect a proactive and holistic approach to legal and financial challenges. The days of “silo thinking” have now passed for forward thinking professional firms. You are looking to provide a comprehensive service for your clients to ensure their satisfaction and develop synergies with other professional firms to improve the client experience and develop new business.

HOW CAN WE HELP YOU?

ACCOUNTANTS

An accountant once told us “accountants look backwards, financial advisers look forwards”(!).

We like to work with forward looking accountants, so that together we can offer a complete picture of the client’s current circumstances and then build on that solid foundation to create client solutions in areas such as tax planning, cash flow modelling, estate planning and pension advice.

For those clients who are business owners we can offer a business financial planning service that reconciles their personal, legal and financial objectives with those of their business.

SOLICITORS

We understand the commercial and regulatory pressure on solicitors to offer a more complete client service. Other professions are starting to encroach onto the traditional legal playing field and all professionals can now be held accountable for not just what they have done but also for what they have not and should have done.

We understand that we need to work with your compliance officer to establish due diligence and define the areas of expertise we can bring to your panel of financial advisers. We would expect to find synergies in areas such as trusts and estate planning, cash flow modelling, investment advice and later life issues such as long term care planning.

Accountants and Solicitors are not regulated by the FCA.

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GET IN TOUCH

If this sounds like you, please get in touch to explore how we might collaborate.

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’.

retirement-and-finnacial-planning-client-testimonials-riverfall-financial

Mr & Mrs B.

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

If you want to know how much you should be putting aside and when you can afford to retire, we can help you to visualise your financial future so that you can plan ahead with confidence.

Learn more about…

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