0330 038 8938
Based in Wakefield
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 07 March 2025
Ryan 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%
Ryan has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 06 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
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
Fees not yet added
Ryan has not yet added their fees to their profile
44
Positive 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 44 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 07 March 2025
Ryan 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%
Ryan has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 06 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
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
Fees not yet added
Ryan has not yet added their fees to their profile
44
Positive 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 44 first impressions)
A professional and driven individual who has more than eight years worth of experience within the UK Financial Services sector. Currently a Senior Partner at Kate Bailey Financial Planning Ltd helping to deliver open and easy to understand advice for clients, no matter their level of investment experience. Level 4 qualified in Regulated Financial Planning with the CII.
£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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