Ryan has worked in Financial Services for 27 years and as an Independent Financial Adviser for 22 of them. He started his career at Eagle Star as an 18 year old before moving to an IFA firm in Hove, where he advised for 20 years.
There is a very easy way to return from a casino with a small fortune: go there with a large one.
– Jack Yelton
When Ryan joined Pembroke Financial Services in early 2015, what we were looking for the Company to benefit from was his valuable experience and training which has helps Ryan to do the job to best of his considerable abilities.
Ryan has gained Financial Planning Certificates, CeMAP (a mortgage qualification) and more recently the Diploma in Personal Financial Planning.
Ryan believes that he is a ‘General Practitioner’ IFA as he enjoys all parts of the job. He says “If I had to give an area of financial planning which I enjoy the most, it would be asset and portfolio management, which is good because I think that helps with the Investment Committee work that we do at Pembroke.”
Ryan has had an interest in the stock market from an early age and still has today. “I believe the knowledge I have gained from my own stock market participation has proved a benefit to my clients.”
Ryan is a member of our Investment Committee responsible for the UK Equity asset class.
In Ryan’s very limited spare time, he likes to ski with his family and play tennis. He tries to watch as much sport as he can and, when he’s not watching Bloomberg, he enjoys political programmes. Relaxation comes by socialising with friends and family holidays in France.
- 2015 to date: Pembroke Financial Services
- 1995 to 2015: IFA (Hove)
- 1989 to 1995: Eagle Star
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you…
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Happy to recommend you
I am very happy to recommend you for all the help and assistance you have given me over the years. I hope that we will be able to continue our good relationship in the years to come and look forward to the next project.