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.
– 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
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!”