Ryan Perkins
Financial Planning Consultant DipFA, CeMAP, MLIBF in Romsey
A little bit about Ryan
Ryan started his career in financial services in 2005 and has worked for some of the largest product providers in the United Kingdom and International markets. Ryan now assists clients in planning for their financial future and aims to develop long-lasting relationships that span generations.
Ryan has always dealt with the end client in his various roles and is acutely aware of what clients need and the value a financial planner can add over the long term. Ryan enjoys getting to know clients and listening to their stories to gain an understanding of their needs and objectives. He often finds that clients reach out thinking there is a need for advice in a particular area only to find that the situation is not quite as they thought. As an example, a client got in touch for advice on how best to finance home improvements without realising that they had a large potential inheritance tax liability to mitigate and could benefit from some pension advice. Another hadn’t fully appreciated the risks of holding large amounts of cash with a single institution and he reorganised her finances in a way that protects her and her family and has allowed her to ensure her wealth is passed on to her beneficiaries in the best possible way. As they say, ‘a problem shared is a problem halved’.
Ryan is a member of the London Institute in Banking Finance and is a Certified Professional in Financial Advice holding the Diploma in Financial Advice. More information can be found here.
Outside of work, Ryan enjoys time with his family and friends and spending time outdoors. Ryan is a passionate motorcyclist and is hoping to improve on his golf handicap too.
Please get in touch for a no obligation review of your financial plans where the initial meeting is provided at Ryan’s expense.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
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An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.