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
An award-winning Private Banker, I have spent over 20 years in wealth management, including a decade as a Senior Private Banker at Kleinwort Hambros in Jersey (formerly Société Générale), and a directorship at Julius Baer in London. My experience covers finance executives, business owners, and international families.
I founded Riverlight because I saw a gap; many successful professionals are experts in their own fields but lack the time to manage their personal wealth with the same rigour.
Riverlight exists to solve that. I bring extensive city expertise—backed by Chartered status and PCIAM Level 6 qualifications—delivered with the personal focus of a dedicated partner.
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.