0330 038 8939
Based in Newport
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ryan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ryan's status
Last checked: 06 April 2025
Ryan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ryan's status
8
Recent Client Reviews
Ryan has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ryan has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Ryan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ryan has provided information on their typical fees
Ryan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ryan (based on 20 first impressions)
100% of users who are not yet clients had a positive first experience with Ryan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ryan (based on 20 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ryan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ryan's status
Last checked: 06 April 2025
Ryan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ryan's status
8
Recent Client Reviews
Ryan has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ryan has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Ryan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ryan has provided information on their typical fees
Ryan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ryan (based on 20 first impressions)
100% of users who are not yet clients had a positive first experience with Ryan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ryan (based on 20 first impressions)
As a Financial Planner, my goal professionally is to help clients identify, achieve, and maintain their desired lifestyle through financial planning. I believe the key to being a good adviser is having a high level of technical knowledge that can be relayed clearly and concisely but more importantly having the ability to listen and connect with what really matters to you. I aim to be identified as an asset in your life by adding value in all areas of your finances and providing you with clarity on your financial future. I offer a 1hr initial consultation at my own expense to identify whether I am able to add value and assist you in achieving your goals. ✔ Financial Planning / Cashflow Modelling, ✔ Tax Planning inc Income Tax, Capital Gains Tax, and Inheritance Tax, ✔ Legacy Planning ✔ Investment Planning & Wealth Management ✔ Pension Advice & Retirement planning, ✔ Working with your existing Accountants and Solicitors to achieve your goals, ✔ Introducing relevant professionals when required, ✔ Business Advice - Profit Extraction & Post Business Exit Advice.
Offers available through VouchedFor
Contact Ryan 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 Ryan's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
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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