We take a strategic approach to mortgages, working closely with you to find the right solution. Our independent advice is tailored to match your specific financial goals and circumstances.
Protecting your success.
Simplifying your future.
Independent financial advice for successful professionals and their families.
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Our role
A financial partner
for your professional life
Significant wealth often brings complexity—whether that’s managing a portfolio, a large pension, or finding the right mortgage. Riverlight helps you balance planning for the future with living well today. You get the personal approach of a boutique firm, independent advice, all backed by the robust compliance and infrastructure of 2plan wealth management Ltd.
OUR SERVICES
A wealth management experience shaped around you
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Pensions
We provide clear, expert advice on retirement planning, helping you navigate complex pension rules. Our goal is to ensure your strategy is tax-efficient and aligned with your future.
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Investments
We design and manage investment portfolios aligned with your long-term goals and personal risk appetite. Our advice is based on thorough research to build a diversified and balanced strategy.
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Protection
We review your financial protection needs to secure your family’s future. Our advice covers life, critical illness, and income protection to provide peace of mind should the unexpected happen.
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Equity Release
Equity release allows you to access the wealth tied up in your home. We provide specialist advice to help you understand if this is a suitable option for your retirement needs.
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OUR principal
A partner in your financial journey
Duncan is the founder and principal advisor at Riverlight Financial Services. With over 20 years of experience in financial services, including extensive work with senior executives in the City, entrepreneurs, and families with established wealth, he has a profound understanding of the nuanced financial landscape his clients navigate.
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Helping people and seeing the real impact of well-structured advice brings me genuine satisfaction. I am proud to be a trusted adviser to so many.
Our promise
Our mission is to make the financial aspects of your life as simple as possible,
while always being there for you as your trusted advisor for the long term.
Unmatched access
Being part of a national network gives us access to a much wider range of products. This means you get options, many of which are not typically available on the high street.
Shaped around you
Your dedicated advisor takes the time to fully understand your requirements, then delivers a highly personalised service backed by our exceptional expertise.
Truly independent
We aren't tied to any single bank or provider meaning our advice is truly impartial. We simply compare the options and find the product that is the right fit for you.
who we work with
Expertise across the wealth spectrum
Property owners &
Investors
From first-time buyers to experienced landlords with significant portfolios. We assist with complex residential mortgages, buy-to-let restructuring, and equity release to unlock capital from your home.
High net-worth
families
Individuals with established wealth, significant pension pots, or investable assets of £250k+. We provide strategic oversight to manage growth, tax efficiency, and long-term preservation.
Complex income
profiles
Directors, business owners, and foreign nationals whose income doesn't fit the standard "tick-box" criteria of high-street lenders. We understand how to present your true financial strength to the right providers.
Later-life &
legacy planners
Families looking to mitigate inheritance tax liabilities and ensure their wealth is passed on securely. We advise on trusts, gifting strategies, and whole-of-life protection policies.
equity release
Helping you be there for life's great moments
You've built significant value in your home. For clients in or nearing retirement, accessing this equity can be a sensible way to gift to your family for life's milestones, such as a wedding or a property deposit.
We provide specialist advice to help you understand your options and decide if this is a suitable part of your overall financial plan.
important note
It is crucial to understand the amount of risk you are willing to take, and your investment objectives over the short, medium and long term.
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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.
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