Ryan Phelps

What were the circumstances that caused you to initially look for an adviser?

After working overseas for a number of years, we had money scattered all over the place in accounts which were'nt paying much interest. I wanted some advice on how to invest the money intelligently so that it woulkd maximise returns.

How has Ryan Phelps helped you?

Ryan took us back to basics to understand what our aspirations as a family and where we were headed. He supported us to plan effectively together, and structure our investments in a way which help us realise our aspiration.

Have you seen the outcome you were hoping for?

Absolutely, we are in the process of purchasing a house, and have been able to put down a much bigger deposit due to the interest on the money we invested. We also feel more financially secure and have started longer-term financial planning under Ryan's guidance and advice.

What were the circumstances that caused you to initially look for an adviser?

Investments

How has Ryan Phelps helped you?

Ryan has set out and developed a short medium and long term plan for my investments and explained them in a way that I understand.

Have you seen the outcome you were hoping for?

Yes I am seeing the outcome I wanted

What could they have done better?

Ryan and all the team at Hartford Wealth are fabulous and there is nothing they could have done any better

What were the circumstances that caused you to initially look for an adviser?

Following a divorce I needed advice regarding transferring and amalgamating various pensions.

How has Ryan Phelps helped you?

Ryan gave me advice regarding long term financial planning specifically regarding pensions.

Have you seen the outcome you were hoping for?

It is a long term financial plan but I am able to see how my pensions are performing.

This review is a follow-up review from a client who left a review previously.

How has Ryan Phelps helped you since your last review?

Ryan is always helpful and gives good advice. He has up to date knowledge of the market and financial matters which can then help us make informed choices.

This review is a follow-up review from a client who left a review previously.

How has Ryan Phelps helped you since your last review?

Ryan has helped my wife and I plan our retirement with confidence. For 8 years now we have received planning advice regarding investments and drawdown. Ryan is honest about risk and the need for caution, yet at the same asks questions about what we truly want in a very thought provoking manner. We have found Ryan to be a professional of high integrity and values, and has earned our solid trust.