Ryan Perkins

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.