Expert Financial Advice You Can Trust
A Team of Experienced Professionals Committed to Client Success
Riverpark Investment & Financial Consultants is a team of dedicated and experienced professionals providing personalised financial advice to both corporate and private clients across Scotland. Established on the principles of independence and integrity, we are committed to delivering tailored solutions designed to meet each client's unique needs and aspirations.
Who We Are
Founded by a group of seasoned financial experts, Riverpark boasts a diverse team of individuals with extensive knowledge and experience across various financial disciplines. Led by experienced professionals like Stuart McGeoch, Tom Mooney, Iain McDonald and Lesley Logan, the firm has established itself as a trusted advisor to individuals and businesses throughout Scotland.
What We Do
Our comprehensive range of services covers every aspect of financial planning, including:
Investment & Savings
- Building and reviewing investment portfolios
- Retirement planning and execution
- Savings strategies and goal setting
Pensions
- Comprehensive pension reviews and valuations
- Pension consolidation and optimisation
- Advice on state pensions and employer schemes
Life Assurance
- Reviewing existing policies and identifying potential gaps
- Tailored solutions for individual needs and circumstances
- Guidance on making informed claims
Mortgages
- Mortgage assessment and affordability analysis
- Exploring options for remortgages and equity release
- Assistance with applications and negotiation with lenders
Estate Planning
- Creating a comprehensive estate plan, including wills and power of attorney
- Addressing inheritance tax planning and asset protection
Our Approach
At Riverpark, we believe in building strong and lasting relationships with our clients. We take the time to understand your unique financial situation, goals, and aspirations. We then work collaboratively with you to create a tailored plan that aligns with your needs and aspirations. We regularly review and adjust your plan to ensure it remains relevant and effective over time.
Our Commitment
As independent financial advisors, we are not beholden to any particular insurance company or financial institution. This allows us to provide unbiased and objective advice, tailored solely to your best interests. Our duty is to act in your best interests and work towards achieving your financial goals.
Exemplary Service
The reviewers praised the exceptional service they received from Riverpark and its representatives. They appreciated the attentive approach, prompt responses to queries, and stress-free assistance throughout the process.
Expert Guidance
Jonathan and Alasdair were commended for their extensive knowledge and expertise in the mortgage industry. They provided guidance and support, helping clients navigate the complexities of property purchases and first-time home buying.
Personal Touch
The reviewers noted that the team's personal attention and availability made a significant difference in their experience. They were kept informed throughout the process and received timely updates, ensuring a smooth and successful outcome.
Highly Recommended
The reviewers would, without hesitation, recommend Riverpark and its representatives to friends and family. Their exceptional service, expertise, and personal touch have left a lasting impression, making them a top choice for future customers.
