In a career spanning numerous locations around the world, Ryan has first-hand experience of how to best support international investors with financial planning advice and security on a domestic and international level.
Ryan possesses a depth of knowledge in financial planning, investments and pensions.
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.
Ryan offers a broad range of financial services, ensuring his clients have the structure, clarity, and strategy they need to succeed at every stage of life. His approach is designed for internationally mobile individuals and families with complex financial needs.
His core services include:
Ryan advises internationally mobile executives and families on structuring wealth across borders.
As a Chartered Fellow of the Chartered Institute for Securities & Investment, Ryan has over a decade of experience advising high-net-worth individuals. His clients are typically British and Western expatriates, including entrepreneurs, retirees, senior professionals, partners, and executives at global firms whose financial lives span multiple jurisdictions.
Ryan’s core advisory markets are Portugal, Switzerland, and the United Kingdom. He also works extensively with clients based in Spain, France, the United Arab Emirates, and Saudi Arabia, where cross-border planning is equally critical.
A specialist in financial transition moments, including business exits, pre-repatriation planning, and retirement modelling across jurisdictions, Ryan also works closely with families on protection structures, succession planning, and generational wealth.
Ryan operates as an independent adviser with whole-of-market access. He works alongside private banks, insurers, pension providers, investment funds, and legal and tax specialists to coordinate structured, long-term financial planning for internationally mobile clients.
Ryan’s advice operates under multiple international regulatory frameworks across Europe, the United Kingdom, Switzerland, and the Middle East.
He is authorised and regulated under the following jurisdictions:
Ryan supports clients across a wide range of financial priorities, including:
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