0330 038 8941
Based in Chelmsford
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FCA Regulated
Ryan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Ryan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Ryan has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ryan has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 08 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ryan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ryan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ryan has not yet added their fees to their profile
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Ryan has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Ryan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 April 2025
Ryan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Ryan has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ryan has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 08 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ryan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ryan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ryan has not yet added their fees to their profile
Fees not yet added
Ryan has not yet added their fees to their profile
Hi and thank you for visiting my profile. I am a Financial Adviser working at Chapel Wealth Management, a Partner Practice of St. James’s Place Wealth Management, based in Braintree, Essex. I help my clients build and stay on track with their financial plan while growing, protecting and preserving their wealth with tailored solutions to suit their individual wants, needs and circumstances. I provide a complete financial planning advice service covering all areas of wealth management, including: ► Savings and Investment Planning ► Pensions ► Financial Protection ► Estate Planning ► Tax Planning ► Cash Flow Planning I believe the most important element to giving financial advice is creating a long term relationship with my clients based upon, high quality service as well as trust and expertise. While making the process and experience, as simple, informed and streamlined as possible. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 06/11/2023
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ryan's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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