Established in 2009, Riverstone is an independent financial planning business, covering the North West to the North East of England and up into the Borders.
We are a founder member of the
, an informal group of like-minded, forward thinking , proactive financial planning businesses. This means you gain access to a greater client experience as we are all committed to sharing best practice along with the joint development of our investment proposition.
Above all, we want to help people, whether they’re business owners, people planning for retirement or those already in retirement, to enjoy life without having to worry about their financial affairs.
By adopting a refreshing approach to financial planning, we believe we can help you to find the freedom to live the life you really want to live.
Ian is an Associate of the Chartered Institute of Bankers in Scotland. He also holds a Diploma from the Personal Finance Society and is an Affiliate of the Society of Trust & Estate Practitioners (STEP). He particularly enjoys helping business owners and professionals who can see the goal of retirement in sight but are not sure how to get there.
Mark joined a major insurance company in his early 20’s then, a decade later, found it was a natural progression to own his own advisory business. In 2003 he sold that business, working as a consultant to the purchasing company until 2009 when he left to set up Riverstone. His specialist areas are pensions and investment.
The most rewarding part of the job for Mark is showing people what they can achieve with their money and helping them to turn vague dreams into reality. He likes to give people the peace of mind of having their own ‘personal finance director’.
Mark’s main hobbies are travelling, winter sports and fishing. In fact, his love of rivers provided the inspiration for the company’s name.
Driven by his experience of the difficulties that many investors faced trying to invest sensibly, he set up Albion Strategic Consulting in 2001. This formed a niche, working with a small group of high quality financial planning firms in the UK, helping them to establish and manage a robust, risk-focused and low cost, passive approach to investing for their clients.
Business Manager
Kirstie has worked with Mark at Riverstone and its predecessors for practically her entire working life since leaving college in 1996, starting out as an Administrator and moving up to Technical Administrator, Office Manager and now Business Manager. There was a brief hiatus where she deserted to the Northern Rock but she soon came to her senses and returned to her rightful place!
Riverstone Wealth Management Limited (Registered in England No. 6952567) is authorised and regulated by the Financial Conduct Authority under firm reference number 777510.
You may own a business or professional practice and be wondering what the next step is.
If any of these sound like you, we are here to help. We work with a wide range of clients who predominantly live and work in the North East of England or the Manchester area. Some are business owners and professionals, others are planning for retirement. What unites them is a belief in how financial planning can help them achieve the lifestyle they want.
Business owner?
Thinking about selling your business?
Want help with effective succession planning?
