Experienced, knowledgeable
and incredibly resourceful
Ryan is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2008 and joined Attivo in 2014. Ryan is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Financial Planners require a Diploma in Financial Planning to provide advice. Ryan holds both the Diploma and the Advanced Diploma in Financial Planning.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Ryan holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Ryan holds the following Advanced Financial Planning Papers:
Financial planning: Ryan builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.
