Riley Cotterill

Client Account Manager

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Riley Cotterill provides holistic, whole of market financial advice. He looks at the full picture of a client’s finances, recognising that decisions about one area can affect their plans elsewhere. His aim is to give clients clear guidance that reflects their circumstances as a whole.

For Riley, good financial planning begins with understanding what matters to each client. He takes the time to explore their priorities, explain the options available and help them make decisions with confidence. Rather than looking at a single question in isolation, he considers how each decision fits into their wider plans.

Riley values building long-term relationships with his clients. As their lives and priorities change, he wants to be there to help them review their plans and navigate new decisions. He holds the DipPFS qualification and is CF6 qualified in Mortgage Advice.

Outside work, Riley is a keen runner and classic car enthusiast. He also enjoys spending as much time as possible with family and friends.

Are you ready to get financial advice?

Join our community of hundreds of motivated and like-minded individuals who are writing the future today, while securing their legacies for tomorrow.

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one.

Retirement Income

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

FAQ

What’s your favourite part of your role?

Building relationships with clients and being there as their circumstances change. I enjoy helping them work through decisions at different stages of life.

What areas of expertise do you focus on?

I’m training across all areas of financial planning, building on my DipPFS qualification and my CF6 qualification in Mortgage Advice.

What are the most common questions or challenges you help solve?

Clients’ circumstances rarely fit into one neat category. As a trainee, I support the team in looking at the wider picture and working through the options that may be relevant.

What's it like working with Humboldt?

It’s a friendly, collaborative place to work. People are generous with their time and knowledge, and there’s a shared commitment to doing right by clients.

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