At Riverfall Financial, we believe that financial planning should be a personal and bespoke experience. That's why we're dedicated to providing expert advice and guidance to help you make the most of your money and achieve your financial goals. We're passionate about creating certainty in uncertain times, and we're committed to helping you plan for a brighter financial future.
Our Services
At Riverfall Financial, we offer a wide range of services to help you achieve your financial goals. Whether you're looking to plan your retirement, protect your assets, or invest for the future, we're here to help. Our team of expert financial advisers in Nottingham has extensive knowledge and experience in the following areas:
- Personal Planning: We'll help you create a personalized financial plan that aligns with your values, goals, and aspirations. We'll work closely with you to understand your financial situation, goals, and risk tolerance, and provide tailored advice and guidance to help you achieve your objectives.
- Business Planning: As a business owner, you're unique challenges and opportunities. Our experienced financial advisers will work closely with you to create a tailored business plan that helps you achieve your goals, protects your assets, and secures your financial future.
- Mortgages: Whether you're looking to purchase a new home, refinance an existing mortgage, or protect your investment property, we're here to help. Our expert mortgage advisers will guide you through the process and help you find the right mortgage solution for your needs.
Our Story
At Riverfall Financial, we're committed to making a real difference in our clients' lives. We're passionate about providing expert advice, guidance, and support to help people achieve their financial goals and live their lives to the fullest. Our team of experienced financial advisers has a deep understanding of the financial market and a commitment to delivering exceptional service.
Meet Our Team
At Riverfall Financial, we're proud to have a team of highly experienced and qualified financial advisers. Our team includes:
- Jared Bowers, CFP Chartered MCSI
- Jessica McGowan, CFP Chartered FCSI
- Shaun Brennan, DipPFS BSc (Hons)
Get in Touch
At Riverfall Financial, we're committed to providing exceptional service and support to our clients. If you're looking for expert advice and guidance on pensions, mortgages, investments, and planning your financial future, we're here to help. Contact us today to book a free initial consultation and take the first step towards achieving your financial goals.
Overall Satisfaction
The reviews for Riverfall Financial are overwhelmingly positive, with all but one reviewer giving a 5-star rating. The reviewers praise the professional and knowledgeable staff, including Jess, David, Lucie, Lucy, and Shaun, who provided clear explanations and expert advice in managing their finances, pensions, and mortgages.
Advice and Service
Reviewers praise the team's ability to explain complex financial concepts in a clear and non-judgmental manner, making them feel confident and informed throughout the process. They appreciate the prompt and timely responses to queries, as well as the thoroughness and attention to detail in their work.
Personal Touch
Several reviewers mention the personal touch they received from the team, highlighting the importance of feeling valued and understood as individuals. They appreciate the fact that the team takes the time to listen to their concerns and goals, providing tailored advice and guidance.
Disappointment
However, one reviewer had a disappointing experience, stating that Shaun Brennan was unresponsive and failed to follow up on a promised service. This reviewer expressed disappointment and surprise at the lack of professionalism exhibited.
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