Business Details
21 Years
experience
Expert Financial Planning & Wealth Management Services
At Ryley Wealth Management, we specialise in delivering tailored financial planning solutions that prioritise individual client needs. Our approach focuses on building long-term relationships, ensuring we understand each client's unique circumstances, ambitions, and financial attitudes. We reject one-size-fits-all advice, instead offering personalised strategies to help clients pursue their financial goals in both personal and business contexts. With a team of experienced financial planners, we provide expert guidance across wealth management, retirement planning, and intergenerational wealth transfer.Our commitment to transparency and clear communication ensures clients feel informed and confident in their financial decisions. We work closely with diverse client groups, including business owners, retirees, and professionals, adapting our services to meet evolving needs. Our partnership with St. James's Place Wealth Management plc enhances our ability to deliver comprehensive wealth solutions while maintaining a local, client-centric focus. Registered since 2005, we combine regulatory compliance with a personal touch to safeguard and grow client wealth over time.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Preservation
Intergenerational Planning
Tax Efficiency Strategies
Estate Planning
Financial Reviews
Details
- Year established: 2005
Highlights and features
- We offer personalised financial strategies tailored to individual client needs
- Our team provides transparent communication without financial jargon
- We build long-term relationships with clients across all wealth stages
- We combine St. James's Place expertise with local market knowledge
- We prioritise client education to ensure informed financial decisions
What people say
Personal, professional approach
Wealth feels safe and secure
Clear explanations without jargon
Trusted financial advisor
Helpful investment guidance
Services
Investment Management
Our investment management service creates tailored portfolios aligned with individual risk profiles and financial goals. We combine market expertise with ongoing monitoring to optimise returns while maintaining appropriate risk levels. Clients benefit from regular performance reviews and strategic adjustments to ensure long-term growth and capital preservation.
Retirement Planning
We develop comprehensive retirement plans that consider current assets, desired lifestyle, and pension provisions. Our approach ensures clients understand their retirement income sources and potential tax implications. We provide ongoing guidance to adapt plans as circumstances change, helping achieve financial security in retirement years.
Protection Planning
Our protection planning assesses clients' insurance needs to safeguard against financial risks. We recommend appropriate life, health, and critical illness cover tailored to personal circumstances. The service ensures adequate protection for dependents while considering tax efficiency and affordability across different life stages.
Corporate Services
We offer specialist financial solutions for business owners including succession planning, tax-efficient structures, and employee benefits. Our corporate services address company pension schemes, director remuneration strategies, and business protection to support sustainable growth and wealth transfer for business owners.
Intergenerational Planning
This service focuses on transferring wealth between generations while minimising tax liabilities. We develop strategies for inheritance tax planning, trusts, and educational funding. Our approach ensures clients can support future generations while maintaining their own financial security through carefully structured estate planning solutions.
People
Will Diggins
Financial Adviser
Experienced financial adviser with expertise in retirement planning and investment management. Builds trusted relationships through clear communication and tailored solutions. Committed to helping clients achieve long-term financial security through comprehensive wealth strategies.
Tracy Yeomans
Financial Planner
Specialises in explaining complex financial concepts in accessible terms. Focuses on client education and confidence-building through transparent advice. Experienced in managing investment portfolios with emphasis on security and performance monitoring.
Paul
Wealth Manager
Approachable wealth manager known for honest, straightforward advice. Specialises in creating clear financial strategies that align with client goals. Maintains open communication to ensure clients fully understand their investment decisions and long-term implications.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, protection strategies, corporate financial solutions, and intergenerational wealth planning tailored to individual client needs.
How do you personalise financial advice?
We conduct detailed consultations to understand your unique circumstances, goals, and risk tolerance before creating customised financial strategies aligned with your specific requirements.
Are you regulated by financial authorities?
As an Appointed Representative of St. James's Place Wealth Management plc, we operate under Financial Conduct Authority regulation for wealth management products and services.
How do you charge for your services?
Our charging structure details are provided transparently during initial consultations, with fees explained clearly before any service commencement to ensure complete cost understanding.
Can you help with business financial planning?
Yes, we offer specialist corporate services including succession planning, director remuneration strategies, and business protection solutions tailored to company owners' specific needs.
What areas do you cover?
Based in Leicestershire, we serve clients across the UK including Stockport, Derby, and surrounding regions through face-to-face meetings and remote advisory services.
Reviews (4)
John Baxter
Aug 27, 2021
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Tracy Yeomans my consultant is amazing.Explains things in clear and concise way. Very friendly and remembers personal things...always showing an interest.
Investments she recommended have done well. She is just at the end of the phone.
An ambassador for your company. I would recommend her to anyone.
Thinks she deserves 5 stars and a pay rise or night out with champers. Thanks for all you do Tracy.
John Baxter
Investments she recommended have done well. She is just at the end of the phone.
An ambassador for your company. I would recommend her to anyone.
Thinks she deserves 5 stars and a pay rise or night out with champers. Thanks for all you do Tracy.
John Baxter
Hattie Green
Apr 24, 2021
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My experience with Ryley Wealth Management has been, and continues to be, absolutely incredible. Aaron is always on hand to help with anything I need and goes above and beyond to provide the very best service. Every meeting feels personal and I believe he truly has my best interests at heart.
Sonia Rhodes
Apr 14, 2021
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Mark has been our financial adviser for some years and has always made himself available to give advice when needed.
Weve had some particularly long review meetings to go through numerous aspects of our financial affairs and have always found Mark to be approachable, knowledgeable and patient. Its great to call upon Marks many years experience which we can count on for raising pertinent points and to help us reach pragmatic decisions. During the Covid restrictions weve tackled some heavy subjects with Mark via telephone and zoom calls. Without the benefit of face-to-face meetings
Weve had some particularly long review meetings to go through numerous aspects of our financial affairs and have always found Mark to be approachable, knowledgeable and patient. Its great to call upon Marks many years experience which we can count on for raising pertinent points and to help us reach pragmatic decisions. During the Covid restrictions weve tackled some heavy subjects with Mark via telephone and zoom calls. Without the benefit of face-to-face meetings
Kevin Dawson
Apr 13, 2021
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Paul has looked after my portfolio for a number of years, his advice has been first class throughout my time with Ryley Wealth management. During lockdown, Paul has maintained his regular contact through Zoom meetings ensuring my financial plan is current and meeting my retirement needs. I have great Trust in Paul and he continues to deliver for me and my family. Highly recommended.
