Ryan has gained a wealth of knowledge, experience, and expertise in financial services, which has helped many individuals, generations of families and corporate clients, to build portfolios that help deliver prosperity and financial security.
Over the years he has carved a niche in the corporate world, and works with many business owners, Partners in professional firms and entrepreneurs. Channelling this enthusiasm into providing bespoke portfolio management solutions, while building and maintaining long lasting relationships with his clients.
Ryan graduated university with a Bachelor of Arts, First Class Honours degree in Financial Services and has since spent his entire career in the financial services industry. Before establishing DWB Wealth Consultancy in 2013, Ryan previously spent many years working for Royal Bank of Scotland Group and Lloyds Banking Group.
During this time, it enabled Ryan to develop holistic financial strategies to help his clients fulfil their financial objectives, aspirations, and requirements, by offering a wide range of wealth management services of outstanding quality. Financial planning can seem extremely complex at times, Ryan explains the information in a clear and concise manner to ensure that every aspect is understood.
In 2016, Ryan achieved the prestigious title of Chartered Financial Planner, which shows a commitment to continued professional development and has adhered to an industry standard Code of Ethics.
Financial planning works best when a collaborative approach is taken, Ryan works alongside your existing professional Advisers, solicitors and/or accountants to help you achieve your financial goals and to make sure your needs are fully considered.
Ryan provides expert advice in all areas of wealth management, and specialises in:
· Financial and Tax Planning
· Investment Planning
· Personal and Corporate Retirement Planning
· IHT, Trust and Estate Planning
· Personal and Business Protection Planning
Trusts are not regulated by the Financial Conduct Authority.
Click on the accreditations for more information
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.