Ryan Yeomans
MCSI, DipFA

I have known Ryan for five years and entrusted him with my financial affairs. Apart from his vast knowledge, punctuality, professionalism and insight, he is a thoroughly trustworthy and nice person to work with. I have already recommended Ryan to my friends and work colleagues and have absolutely no hesitation in recommending him here if you are looking for someone to manage your financial matters.

Ryan has helped with the complete restructuring of my financial portfolio, aligned to my current and future needs and my risk profile. He is extremely knowledgeable about the financial markets and investment funds and has greatly improved the performance of my portfolio. I trust Ryan's advice and have no hesitation recommending him.

Ryan has been a great help with my financial planning. He has helped a relatively inexperienced investor understand the way the markets work and has provided sound and helpful advice with my investment choices. I feel comfortable with Ryans approach and trust his advice. I have no hesitation in recommending him.

For an industry which struggles with a reputation Ryan goes against all those negative stereotypes. He's always available, stays in proactive contact with updates without me asking, offers clear advice and sound counsel and is quick to action any questions. I've found him really good to work with and always feel he has my best interests at heart and understands the responsibility he has managing my hard earned finances.

Ryan has managed well the investment of my UK pension. He is very proactive in meeting with me, responsive when necessary and in our interactions always ready to answer my questions and give easy to understand advice. He suggests funds consistent with my risk appetite and goals and I trust Ryan to manage my money. I have no hesitation in recommending his services.

My personal thanks to Ryan who took over my investments after a poor run of performance from my previous adviser. We are now back on the right track with significantly lower charges. Ryan always keeps up to date on global economic events and outlook which he shares with his clients and maintains a regular connect. Highly recommended.

I highly recommend Ryan for his exceptional service and expertise. Beyond investment management, he's been incredibly helpful in various financial matters. His knowledge, friendly demeanor, and responsiveness make him stand out. Whether it's future planning, advice, or connections to the right people, he's always there with valuable insights and support.