IFA (Independent Financial Advisor) - Surrey

At Riverside Financial Services Ltd our aim is to ensure that you have the best possible advice when planning your financial future. Having an IFA means you will have one point of contact who knows your financial needs.

Our flexible and personal approach allows us to treat our clients fairly whilst maintaining high professional standards. Our aim is to give you practical and sympathetic advice, with the interest of building a long term and mutually rewarding relationship with you.

There are so many issues to consider when planning your financial future such as; starting work; buying your first home; getting married and starting a family; moving house; starting a business; divorce; illness; retirement; and death.

A regular review of your financial position with an IFA is important to see if modifications are needed as your circumstances change.

Equity release

Equity release allows homeowners over the age of 55 to gain tax-free cash from their home to help pay for holidays, home improvements and paying off loans etc. or to supplement their pension income.

There are many equity release schemes to choose from so your financial advisor is here to help you find the best option.

For more information on equity release and other services provided, please get in touch today to speak with an IFA.

Financial Services

We value our customers and are keen to help them make the right choices with regards to their financial future. Some of the services we can provide guidance and advice for are as follows.

Investment planning & management

Investing for growth and/or income through Wealth Management, ISA's, Unit Trusts, Bonds and Offshore Funds.

Savings plans

Planning for a more secure financial future.

Pension Planning

Our pensions include; Personal Pensions; Company Pension Schemes; Stakeholder Pensions schemes; Drawdown and Phased Retirement Plans; and Self Administered Pension Schemes.

At retirement, we can provide comprehensive advice on the choices for accessing your pension fund.

We also have considerable experience advising on the pensions aspects of divorce settlements.

Mortgages

We are independent and can access the whole of the mortgages market covering banks, building societies and other lenders.

Protection

Family protection, mortgage/loan protection, business protection and income protection – replacement income in the event of sickness, accident and disability.

Critical illness protection

Provides a cash lump sum or income on diagnosis of a named critical illness or total permanent disability.

For more information on the financial services we provide including wealth management and equity release, please see our personal or corporate services pages.

Meet the Principle

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