Ryan Anderson

Please provide a brief comment about your experience with Ryan

I was very impressed with Ryan's technical knowledge and constructive suggestions about how to use my savings to best advantage in financing a recent property purchase. I found him very approachable and when discussing my finances, he was able to answer all my queries and provide me with clearer understanding of the issues involved. I would be very happy to recommend him to family and friends.

What were the circumstances that caused you to initially look for an adviser?

Over twentyfive years ago when I opened Cogito Books in Hexham

How has Ryan Anderson helped you?

Manage my investment portfolio

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Ryan Anderson helped you since your last review?

Yes. He has continued to monitor our investments and advised on any amendments required. We have regular reviews with him to ensure our needs are met and account taken for any change in circumstances.

This review is a follow-up review from a client who left a review previously.

How has Ryan Anderson helped you since your last review?

Possible withdrawal and replacement of funds held in an ISA.

This review is a follow-up review from a client who left a review previously.

How has Ryan Anderson helped you since your last review?

Pension advice and some advice about effect of Labour Budget on my finances