Ryan Milne

Ryan Milne

Kate Bailey Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8938
Based in Wakefield
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Top Rated 2026
Verified since: April, 2023

4.9 out of 5

100 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 March 2026

    Ryan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Ryan has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 November 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Ryan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Ryan has not yet added their fees to their profile

  • 62

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Ryan

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ryan (based on 62 first impressions)

A dedicated and results-driven professional with over eight years of experience in the UK Financial Services sector. Currently serving as Senior Partner at Kate Bailey Financial Planning Ltd, providing clear, accessible financial advice tailored to clients at every stage of their investment journey — whether they’re seasoned investors or just starting out. Level 4 qualified in Regulated Financial Planning through the CII, with a strong commitment to ongoing professional development and delivering exceptional client outcomes. Kate Bailey Financial Planning Ltd is a partner of M&G Advice. Kate Bailey Financial Planning Ltd advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice.