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Ryan Donaldson

Chartered FCSI
Regional Manager - Europe & Private Wealth Advisor

Ryan possesses a depth of knowledge in financial planning, investments and pensions. Following his success as a senior consultant at Skybound, Ryan was appointed as Regional Manager - Europe in 2022.

Having been based in the U.K., Europe and Switzerland, Ryan has the experience and understanding to assist clients with financial planning advice and security on a domestic and international level.

Ryan graduated from the business school at University of Strathclyde Glasgow with a 1st Class Honours in Accounting and Finance. He is now a Level 6 member of the Chartered Institute of Securities and Investments after passing his higher qualification in Private Client Investment Advice and Management (PCIAM).

Using his experience and knowledge, Ryan works alongside his clients to create and implement a comprehensive financial plan designed to ensure their long-term ambitions become a reality and their future lifestyle is protected.

Qualifications & Awards

Chartered FCSI

U.K. FCA registered

Switzerland ARIF registered

CISI Level 7: Financial Markets

CISI Level 6 Private Client Investment Advice & Management

Areas of Expertise

Ryan is a fully qualified Financial Adviser and able to advise in all areas of personal financial planning including:

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • Foreign Exchange
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Asset and Insurance Protection
  • Property Investments
  • Inheritance Tax Planning
  • Estate Planning

Take A Look At Some Of Ryan's Client Reviews

Watch Some Of Ryan's Latest Webinars