Case Studies

Case Study Two
3rd January 2012

A client had for many years relied on the interest generated from money held on deposit, but in the current climate of ultra low interest rates was eating into capital at an ever increasing rate which was not sustainable long term. The first action point was to move the monies into better paying ac... [read more]

Case Study Three
3rd January 2012

We were referred to a long standing client's son, who needed to start saving for retirement but was unsure where to begin. He worked as a self employed professional with regular income. We established a personal pension with a mainstream provider matching the terms of a stakeholder contract, m... [read more]

Useful Downloads

Smart Money Magazine January - February 2012
13th January 2012

Chancellor's Autumn Statement November 2011
13th January 2012

Tax Tables for 2012 - 2013
13th January 2012

Autumn Statement Notes
13th January 2012

Individual Clients Working With Riverside Financial Management, Norwich, Norfolk

Riverside Financial Management has considerable experience of helping individuals and families to achieve their personal financial goals, based on our position as Independent Financial Advisers, which gives us access to products from the whole of the financial services market.

We can help you:

• Invest for the short-, medium-, and long-term
• Protect your family against the financial consequences of life's vagaries
• Plan for retirement
• Choose the right option at retirement
• Minimise the impact of inheritance tax on your estate
• Purchase your home

Riverside Financial Management Ltd. Registered in England & Wales No. 3306241. Riverside Financial Management Limited is Authorised and Regulated by the Financial Services Authority We are entered in the FSA register No. 178637.