David established Ryley Wealth Management Limited with a clear vision to provide an exceptional and trusted wealth management proposition for his valued clients.
David became the youngest person to make Senior Partner within St. James's Place Partnership and is highly respected for his technical knowledge in both the Corporate and Private Client planning arenas.
Ruth joined Ryley Wealth Management Limited in July 2016. She brings a wealth of experience in managing teams of Financial Advisers and Paraplanners following a career of over 30 years working in the banking and Financial Services industry. Ruth’s appointment comes as a result of the significant, continued growth of the business and her focus is now the management of Ryley Wealth Management Limited and its staff to ensure that the highest levels of client service are delivered.
Mark joined Ryley Wealth Management Limited in January 2007 after some 20 years working within Financial Services at various Independent Financial Adviser Offices.
Mark is able to advise you on a wide range of Wealth Management areas including, Pension Planning, Tax Planning, Protection and Investment Planning.
James joined Ryley Wealth Management Limited in September 2008. He had worked in Financial Services for 5 years prior to this, working as a Tax Adviser and Personnel Management Trainer.
James specialises in Corporate Planning Strategies and all areas of Wealth Management including, Retirement and Investment Planning both corporate and personal.
Gary started his career in the Financial Services industry following a professional football career playing for Leeds and Sheffield United.
From 1989 to 1999, Gary worked at Refuge Assurance, before moving to the independent advice sector with Hallmark IFA York (1999 - 2002) and then becoming the Principal of Hallmark East Midlands IFA until 2011.
In 2011, Gary was invited to join St. James's Place Wealth Management, a move which would benefit his clients who can now choose from the carefully selected range of products and services available through St. James's Place, including the distinctive approach to investment management.
Will joined Ryley Wealth Management in August 2015 after working in the Financial Services industry for over six years as a Financial Adviser to private clients.
Will is able to advise you on a wide range of Wealth Management areas including Investment Planning, Retirement Planning, Financial Protection and Tax Planning.
Paul joined Ryley Wealth Management in June 2016 after having worked in the Financial Services industry for over 25 years working with personal clients.
Paul is able to advise you on a wide range of Wealth Management areas including Investment Planning, Retirement Planning, Financial Protection and Tax Planning.
Gurmail joined Ryley Wealth Management in August 2016 after working in the Financial Services industry for over 22 years as a Financial Adviser to private clients.
Gurmail is able to advise you on a wide range of Wealth Management areas including Investment Planning, Retirement Planning, Financial Protection and Tax Planning.
Stephanie joined Ryley Wealth Management Limited in June 2008. She has worked in Financial Services since 1989 in both an Administrative and Managerial capacity.
Stephanie joined the firm as Practice Manager during its infancy and remains a valued member of the team as the Company has grown from strength to strength. She now has the role and responsibility of Administration Director. Her focus is to develop the support staff to ensure they continue to provide excellent levels of service and efficiency to our valued clients.
Adam joined Ryley Wealth Management Limited in January 2008. A crucial member of the team; Adam is a Senior Paraplanner whose expertise in complex and technical areas is invaluable to the company. Adam’s focus as Technical Director is the production of Advisory Documentation for complex areas of advice and the overview of quality standards throughout the practice.
Phil was appointed as a Non-Executive Director in March 2018 having previously held the position of Managing Director. Phil brings over 40 years of valuable experience from the Financial Services, Legal and Banking Sectors having run offices and professional advisory teams across all these areas. As Ryley Wealth Management Ltd continues to grow and develop his strong belief in a quality client proposition as a key differentiator will ensure our client first approach will continue to evolve.