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Case Manager

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Ryan Sharrock

Role: Case Manager

Ryan is one of our most experienced and qualified Case Managers.

Having personally recovered money for his clients, Ryan’s dedication to his case-load is exemplary. 

Qualifications Attained:

Finance & Accounting 2:1 (BSc) – University of Salford

RO1 (Financial Services, Regulation & Ethics) – CII

RO2 (Investment Principles and Risk) – CII

RO3 (Personal Taxation) – CII

RO4 (Pensions and Retirement Planning – CII

RO5 (Financial Protection) – CII

RO6 (Financial Planning Practice) – CII

Ongoing Qualifications:

Looking to undertake the Advanced Diploma in Regulated Financial Planning 

Greatest Personal Achievement:

“By completing RO6, I’ll have achieved my Diploma, all whilst working full-time!”