A trusted partner
for your entire
financial journey
Wealth management isn't a transaction; it is a journey we take together. We build relationships that last decades, not quarters.
Boutique focus
National strength
Riverlight gives you the agility and attention of a boutique firm, but we don't work in isolation. We are powered by the 2plan network, one of the UK's leading wealth management firms.
This structure gives you the best of both worlds. You get the personal, consultative approach of a dedicated partner, backed by the buying power, technology, and robust regulatory compliance of a national organisation. It is big-firm security, delivered with a handshake.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Past performance is not a reliable indicator of future performance and should not be relied upon.
Institutional expertise
Personal values
My wealth management experience spans over 20 years, including a decade with Kleinwort Hambros (formerly Société Générale), a leading private banking group. During my tenure, I was proud to be awarded European Rising Star at the Wealth Briefing Awards. I have also worked for Julius Baer, one of the largest Swiss private banks, and Citigroup, a US multinational investment banking and financial services company. I have experience with clients from all walks of life; during my career, I have advised FTSE 100 executives, business owners, and HNW families with complex financial arrangements. I founded Riverlight Financial because I saw a gap: many successful professionals are experts in their own field but lack the time to manage their personal wealth with the same rigour. We are here to solve that. A combination of extensive expertise, independent whole-of-market access, and a service centred around a client’s unique needs and aspirations is true private wealth management.
Each client receives personalised solutions
aligned with their unique financial goals.”
Tell us about you and your goals
Complete the form and one of our team will be in contact to discuss how Riverlight can assist you.