Patrick Ryan - Director & Financial Planner

Discreet, trusted advice built on 25 years of experience

For over 25 years, I’ve had the privilege of guiding individuals and families through the most important financial decisions of their lives. I use the word privilege deliberately because earning and keeping a client’s trust is never taken for granted.

Throughout my career, I’ve been entrusted to help clients protect, grow, and manage their wealth with clarity, patience, and discretion. Many of the people I work with are successful individuals in the public eye and I understand the importance of providing advice that is not only expert and reliable, but also private, personal, and tailored to their unique circumstances.

At the heart of my approach is a deep appreciation for the faith clients place in me. Financial planning is more than numbers it’s about understanding ambitions, removing uncertainty, and delivering long-term solutions that align with your life and values.

I believe that high achievers need a close-knit, trusted team around them people who will act with total discretion and deliver advice with absolute confidence in the outcome. That’s exactly what I aim to provide.