Make the most of your money. Make the most of your life.
About Us
Riverfall Financial is a new generation financial planning firm based in Nottingham. We believe in creating a holistic approach to financial planning, where your life is at the heart of your financial journey, not just your money.
Our experienced team of financial advisers will work with you to understand your unique goals and aspirations, and develop a personalized plan to help you achieve them. We take the time to get to know you as individuals, understanding your values, aspirations and lifestyle goals.
Personal Planning
- Retirement planning and final salary pensions
- Investment planning and wealth management
- Estate planning and inheritance
- Later life planning and care
- Personal financial coaching and accountability
Business Planning
- Business risk assessments and succession planning
- Employee benefit scheme reviews and design
- Business valuation and financial planning
Mortgages & Protection
- Mortgage planning and affordability assessments
- Mortgage protection plans
- Residential and commercial mortgage advice
Our Approach
We believe in:
- Collaboration: We work with you every step of the way, ensuring open communication and shared understanding.
- Transparency: We provide clear and concise explanations about your financial plan and its associated fees.
- Sustainability: We take a long-term approach to financial planning, considering your needs both today and in the future.
Our Values
- Client-centered: Your goals are our goals.
- Integrity: We adhere to the highest ethical standards.
- Empowerment: We believe you should be actively involved in your financial journey.
Client Testimonials
"I realized 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. It's such a comfort blanket and you can rest a bit easier, knowing that you have done the right things." - Rob, satisfied client.
Contact Us
To schedule a free initial consultation and discuss your financial planning needs, please contact us today.
Overall Experience
The majority of reviewers had an exceptional experience with Riverfall Financial, praising the professionalism, expertise, and friendly service provided by the team.
Staff Performance
Individual staff members, such as Jess, David Mulcahy, Lucie, Lucy, and Shaun Brennan, were consistently praised for their clear explanations, timely communication, and tailored advice.
Service Quality
Reviewers appreciated the convenience of having a local office on the High Street and receiving clear notes after meetings. The team's ability to break down complex financial information and provide objective advice was also highlighted.
Financial Planning
Riverfall Financial received high praise for its assistance with pension planning, mortgage applications, and financial planning. Reviewers felt confident and informed throughout the process, which ultimately led to successful outcomes and a sense of financial security.
One Negative Review
One reviewer, Lesley Morris, had a negative experience with Shaun Brennan, citing poor communication and unresponsiveness.
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