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Assistant Paraplanner
Ryan joined Aspire in January 2023, having worked at Hargreaves Lansdown since graduating from university in 2020 (at the height of Covid restrictions).
In his role, Ryan prepares documents for meetings with clients, as well as researches and analyses potential recommendations.
Ryan then arranges the next steps, implements the investments and policies on behalf of the client, answering any queries along the way.
Ryan is a keen golfer and football fan.
When not on holiday somewhere exotic, Ryan will be doing his best to compete at any activity he can on Strava.
Ryan can also be found frequenting many of Clifton’s best pubs.
This Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This award provides individuals with a basic introduction to the financial services industry with a focus on investments.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk