Ryan's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 13 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 28 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 5 )
£100k - £200k ( 11 )
£50k - 100k ( 4 )
Up to £50k ( 4 )
Repeat review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
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’s expertise and knowledge have again helped us to feel confident with the financial choices we have made. He is always patient and available if we need advice.
Repeat review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
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 given us the confidence to make important decisions, backed up by his professional manner and his financial modelling tools
Repeat review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
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 continues to help our family as our financial plan evolves, guiding us through our changing circumstances and helping us make sure our future plans are robust. With the recent budgets there have been some big changes and Ryan has calmly helped us navigate through these.
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following a sudden bereavement I was looking for advice on shaping a financial plan for the future and making appropriate investments
How has Ryan Phelps helped you?
Ryan has been excellent and provided me with a personal and tailored service to help me plan for the future of my family. His financial knowledge is vast and was always clearly articulated which really helped me with my decision making.
Have you seen the outcome you were hoping for?
I have been delighted with the outcome and have a balanced, diversified set of investments coupled with having Ryan as an advisor who is always responsive and proactive when I need support
What could they have done better?
I have been more than happy with everything Ryan has helped me with so far
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating pensions into a SIPP
How has Ryan Phelps helped you?
I've consolidated multiple pensions into a SIPP now with Hartford Wealth and other general area's of advice he has provided.
Have you seen the outcome you were hoping for?
I believe so