Dani-Rose O'Ryan

Dani-Rose O'Ryan

Invest Retire Protect Ltd

Minimum savings/pensions: Any amount

0330 038 8940
Based in Larbert
View location

Top Rated 2025
Verified since: July, 2024

4.9 out of 5

29 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 February 2025

    Dani-Rose and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Dani-Rose has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Dani-Rose has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Dani-Rose has not yet added their fees to their profile

  • 15

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Dani-Rose

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dani-Rose (based on 15 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 February 2025

    Dani-Rose and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Dani-Rose has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Dani-Rose has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Dani-Rose has not yet added their fees to their profile

  • 15

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Dani-Rose

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dani-Rose (based on 15 first impressions)

Dani-Rose is a seasoned professional with over 12 years of experience in the financial services industry. She holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Dani-Rose specialises in offering comprehensive financial advice, encompassing investments, savings, protection, and retirement planning. Think of her services as a financial health check-up, similar to a doctor's visit. During this review, she thoroughly examines your finances to identify areas for improvement or necessary changes. As an Appointed Representative of the M&G Wealth business (formerly Prudential), Invest, Retire, Protect is authorised and regulated by the Financial Conduct Authority, ensuring you receive secure and reliable guidance. Dani-Rose provides personalised financial advice on a Restricted Advice basis, tailoring her recommendations to fit your unique financial needs and goals.

Offers available through VouchedFor

Contact Dani-Rose through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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 Dani-Rose's clients

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