We believe there is a gap in the market for financial planning and investment advice which goes beyond the usual tactical product sell. Our key intent is to make your money work harder, so you can lead the life you want to lead. It’s as simple as that.
That’s why, for example, our investment services are based around clear, tailor-made, up to the minute advice which forms part of an overall joined up financial strategy.

How do we work? We listen to you, what you want, what you don't want. We want to understand your life stage and needs and build a relationship with you. Then we combine our joined up approach with years of high level private banking experience to help you plan for a better financial future. When it comes to fees, we are clear and open. We'll document the services you'll enjoy and exactly how much it costs. Our focus is to manage competing financial priorities and find the optimum approach for you.

We believe in a highly personalised service which is strategic, transparent, efficient and effective. What will we promise? Competence and experience in our field. Whilst we recognise that we are in a position of trust, we make it our priority to acquire first class knowledge of the industry and products so that we can put our client's interests first. We will continually monitor your investment strategy, evaluate your plan and deliver ongoing communications to our clients. 

OUR SERVICES

Financial strategy that suits your lifestyle, your life stage and your future financial needs.

INVESTMENT CHOICES

Building balanced portfolios of investments and diversification.

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FALLBACK OPTIONS

Income Protection policies and emergency cash savings.

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DEPENDENTS TO INDEPENDENCE

Mitigating inheritance tax or creation of trusts

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RETIREMENT OPTIONS

Gauging your pension contributions and tax relief

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LATEST BLOG

RiverPeak Monthly Update for November 2017

Global Market Overview October was firmly “risk on” with strong returns across all markets. Currency was much less of a factor with the dollar strengthening modestly, the Euro weakening and the Yen flat. During the month, the MSCI All Country World Index reached record highs in Sterling, Euros and US dollars. The standout performer was Japan which returned 5.54%, following Prime Minister Abe’s ...
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Women In Investment Awards 2017