Riverfall Financial

Financial Adviser (Restricted Whole of Market) Berkeley House, 6-8 The Square, Kenilworth, Warwickshire, CV8 1EB
First meeting at adviser's own cost
Response rating
10/10
FCA verified
22nd July 2019
Speak to us for trusted and expert advice on investments and retirement. We can also advise you on pension transfers.
We can advise you on
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Paul Wilson DipPFS
Financial Planning Consultant
Jessica McGowan MCSI DipPFS
Financial Planner
Shaun Brennan DipFA BSc (Hons)
Financial Planner
Sue Richardson
Financial Planner
Accreditations
Care advice standard
What our clients say
I became a client for Riverfall Financial having already obtained a transfer valuation in respect of my deferred defined-benefit National Grid UK pension. The main reasons why I chose Riverfall were because their reviews were very good, they had specific experience in the transfer of defined-benefit pension schemes and also were conveniently located. The process involved an initial non-obligation meeting to discuss my personal & financial circumstances, aims & objectives, and to assess my attitude to risk. Following granting Riverfall the go ahead to proceed, they then undertook a detailed analysis of my deferred pension scheme, as well as mine/my wife’s financial position and aims. Following a final meeting where the results of the detailed analysis were presented and discussed we agreed to go ahead with the transfer of my pension. Throughout the process Riverfall were very professional in their handling of our queries (which were always answered to our satisfaction in a timely manner), in keeping us informed of progress, and also in seeking to be able to gather all of the necessary information, perform and present their detailed analysis, and ultimately arrange the pension transfer within the challenging timescale for which the National Grid transfer valuation was valid. Riverfall’s advice and analysis was very much based upon a consideration of the client’s complete financial and personal position, not just on the value and comparative benefits of the pension. Ultimately their final advice sought to reflect what would be right for the client given their position and specific circumstances. I would thoroughly recommend Riverfall Financial to anyone seeking financial advice and particularly in relation to a potential defined-benefit pension transfer.
David B, Senior Manager, National Grid, Nottingham
I became a client of Riverfall Financial having already obtained a transfer valuation in respect of my deferred defined-benefit National Grid UK pension. The main reasons why I chose Riverfall were because their reviews were very good, they had specific experience in the transfer of defined-benefit pension schemes and also were conveniently located. The process involved an initial non-obligation meeting to discuss my personal & financial circumstances, aims & objectives, and to assess my attitude to risk. Following granting Riverfall the go ahead to proceed, they then undertook a detailed analysis of my deferred pension scheme, as well as mine/my wife’s financial position and aims. Following a final meeting where the results of the detailed analysis were presented and discussed we agreed to go ahead with the transfer of my pension. Throughout the process Riverfall were very professional in their handling of our queries (which were always answered to our satisfaction in a timely manner), in keeping us informed of progress, and also in seeking to be able to gather all of the necessary information, perform and present their detailed analysis, and ultimately arrange the pension transfer within the challenging timescale for which the National Grid transfer valuation was valid. Riverfall’s advice and analysis was very much based upon a consideration of the client’s complete financial and personal position, not just on the value and comparative benefits of the pension. Ultimately their final advice sought to reflect what would be right for the client given their position and specific circumstances. I would thoroughly recommend Riverfall Financial to anyone seeking financial advice and particularly in relation to a potential defined-benefit pension transfer.
David B, Senior Manager, National Grid, Coventry
I have known Paul for nearly twenty years during that time, he has advised me on all financial matters, investments, pensions and mortgages. Under Paul's careful stewardship my investments have grown and been successfully steered through the global economic malaise of the last few years. His advise has been timely, well balanced, researched and always beneficial.
Mr Lamberhurst, Coventry
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.
Mr W, Ph.D, Warwickshire
We both agreed that it was the full, concise but easy to understand way our investment was explained to us that really stood out. Finances and investment are a mine field to those amongst us less familiar with the fine detail, it was made easy.
Adrian & Stephanie Baird, Leicester
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.
John Wheatcroft, Warwickshire
I have known Paul for approx. 6 years and I have never found him to be anything but helpful. He has always guided me truthfully explaining in laymen terms both sides to investing my money, even when I have had a few days to think about things and I have contacted him he has always been very patient with me and explained my lack of understanding in a way that I eventually did understand. He is always at the end of his phone and when I have had to leave a message he has come back to me in a very short space of time.
Pam D, Warwickshire
Shaun has a professional and clear way of explaining your best options to you. I want to thank Shaun for looking into this for me and I would have no hesitation in recommending Riverfall Financial to anyone who needs pensions advice.
M Romark, Nottingham
Jessica, your help and advice has been exemplary. You have explained things clearly and have shown kindness, understanding and professionalism in all your transactions with us. Thank you.
Mr & Mrs H, Nottingham
Where to find us

Berkeley House, 6-8 The Square, Kenilworth, Warwickshire, CV8 1EB

Make an enquiry
About us

We have 4 qualified financial advisers and a friendly client services team based in our offices in Nottingham and Kenilworth Warwickshire.
We are trusted partners of The Pensions Advisory Service and the Money Advice Service. So you can rest assured we can help you whether you need advice on pensions, investing money, making the right retirement decisions or planning for later life.
Our qualified pension transfer specialists can also give you unbiased advise on Final Salary pension transfers (also know as Defined Benefit pension transfers), to help you make the decision that's right for you. We will take time to understand what's important to you and help you to make the right decisions without any confusing jargon.
We are proud of how we have helped our clients, so please read what they say about us. Find out more on our website about how we can give you financial peace of mind and help you to live the life you want to live.

Our services

Should you transfer out of your final salary pension scheme? This is one of the biggest financial decisions of your life. Our Advisers Jessica McGowan and Sue Richardson are qualified pension transfer specialists so they can give you the right specialist advice.

Please read more about the pros and cons of final salary pension transfers on our website:

Are you concerned your retirement arrangements might not be adequate?
Do you want to know if you'll have enough? Are you concerned about investing and how to make the most of your money?

Please get in touch we'd love to help.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

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

Riverfall Financial Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority under reference 625182.
Riverfall Financial Limited is a company limited by shares, registered in England and Wales, registration number 9039220. Registered address: The Landmark, Tudor Square, West Bridgford, Nottingham, NG2 6BT.

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