On Friday 14 June, 100 of our clients and friends joined David and the team to celebrate 20 years in business for Ryley Wealth Management.
Held at the historic and Grade I listed Stapleford Park Country House Hotel, guests dodged the summer showers in time to arrive for a champagne reception in the Orangery, followed by a banquet dinner in the Grand Hall. Entertainment was provided by illusionist and Britain’s Got Talent star, Jamie Raven and London-based international party band, The Talent.
Always conscious of our company value of giving back, our guests raised £1,460 for the 1% Matters Fund*, the charity initiative set up by David to provide small grants to local projects that are helping young people, the elderly, those with Alzheimer's or Dementia, vulnerable people or those suffering mental health issues.
It was a wonderful evening of fun, laughter and celebration and the team worked hard to make it a night that David and our clients will remember for a very long time.
We asked David for his comments on reaching this milestone and he had this to say:
"Over the last 20 years in the industry, our team has gone from strength to strength. They are a credit to the company and we couldn’t have gotten to where we are now without every person and their contribution along the way. In recent years we’ve successfully achieved significant growth, with total funds under our management now exceeding £400million. For the business this is a huge achievement, but it’s also a personal one. Our vision from day one has been to manage, protect and grow our clients’ wealth throughout their lifetime and for generations to come. We specialise in joined up financial planning for individuals, their businesses and their families – and to be trusted with this privilege by so many people across the East Midlands and around the UK is what it’s all about."
Stephanie Francis, Administration Director, was asked why she thinks David and Ryley Wealth Management is such a success:
"I’ve been at Ryley Wealth Management for 11 years and have seen the number of advisers grow from two up to nine. What makes the firm different is how David treats his clients, they really love him. He also holds the staff in such high esteem, this breeds loyalty and integrity. Yes, we work hard, but under David’s direction we know it’s worth it. He’s also incredibly flexible for those with families and will do anything he can to support. He believes that supporting individuals on their career path is key and will invest in people to undertake exams and learning to support their progression. David is brilliant with feedback, whether that’s good or constructive, and I am exceptionally proud to be part of this company. Ryley Wealth Management's success is my success too."
Tracy Yeomans is the latest financial planner to join us, so we asked her how she’s finding Ryley Wealth Management so far:
"I love being a part of Ryley Wealth Management, I wouldn’t want to work anywhere else. David gives us the freedom and trust to do our job, and what is brilliant is that at Ryley, there is always someone who can help you. I love telling people that Ryley Wealth Management has reached this 20-year milestone."
We asked David’s very first clients, Clive and Jane Martin, what it is about David and Ryley Wealth Management that attracted them to Ryley Management and why they’ve remained clients to this day:
"David and his team are incredibly trustworthy. We wanted someone to relate to, with personal contact. David is such a genuine bloke, we have so much confidence in the team as a whole and I would not hesitate to recommend Ryley Wealth Management. When the market wobbled we were understandably nervous. It’s very easy in the financial world to make promises, but David has kept his, and it’s a bit of an honour to be here celebrating with him."
David is known for building deeply personal and trusting relationships with his clients, relationships that span generations and our financial planners adopt the same approach. Mother and daughter clients, Carol Shread and Alice Shread said:
"We have been with David for over 16 years. He has a knack of knowing who his clients are and their circumstances. He’s always given us incredibly clear advice and now he’s even investing on behalf of my granddaughter, so he’s looking after three generations of our family now."
For a full picture of the celebrations, please click here to view the gallery or see below.
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