We make your money work harder, so you can lead the life you want. It’s as simple as that.

We provide clear, tailor-made, up to the minute financial advice which is part of an overall, joined up financial strategy based around your needs. And we bring over 30 years of high level private banking experience to the conversation, to help you plan for a better financial future with even more confidence.

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.

Our clients tell us they value our ongoing monitoring, evaluation and communication as we work hard to protect and grow their investments - so they work harder for them.

OUR SERVICES

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

INVESTMENT CHOICES

Building investment portfolios

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FALLBACK OPTIONS

Protecting you and your family's financial future

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DEPENDENTS TO INDEPENDENCE

Estate planning to pass on wealth effectively

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RETIREMENT OPTIONS

Advice on planning and managing your pensions

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LATEST NEWSLETTER

LATEST BLOG

RiverPeak Wealth Monthly Update for November 2019

Global Market Overview October was a positive month for global equities as the US and Chinese authorities moved closer towards a partial deal on trade. However, a strong bounce in sterling as the prospect of a “no deal” Brexit outcome on 31 October receded meant that for sterling investors returns from overseas investments were negative. As risk appetite improved over the month government bonds...
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Women In Investment Awards 2017