Ryan Edwards
Associate Partner

My goal is to help my clients turn their financial ambitions into reality. 

I create practical, well-structured financial plans that help them to live the life they want, now and in the future. 

Whether the goal is to retire early, support family members in a tax-efficient way, travel more, or simply feel financially secure, I help to make sure every plan is clear and achievable. I prioritise communication, keeping everything jargon-free, and check in regularly to review progress and adapt plans as life evolves. 

My aim is to make financial planning feel effortless. With over half a decade of experience in the industry and the support of a dedicated team within my practice, I’m able to focus on what truly matters. Spending time with my clients. 

I take pride in answering their questions, guiding them step by step toward their goals, and ensuring they always feel supported and informed. 

I’ve seen first-hand the real impact of great financial planning. From helping clients discover they can retire earlier than expected, to providing vital financial support for families during difficult times. 

My clients are never just names on a page. I deeply value the trust they place in me and work hard to deliver advice, service, and results that make a meaningful difference in their lives. 

• Financial planning with cash-flow modelling – giving clients a clear view of their future and the steps to achieve it. 

• Pre & Post retirement planning – helping clients retire when and how they want, helping ensure a suitable retirement income strategy is in place that is aimed at sustaining their lifestyle and needs.  

• Tax planning – maximising allowances and minimising unnecessary tax. 

• Protection planning – helping ensure financial resilience no matter what life brings. 

• Wealth preservation and family protection – inheritance tax planning to help safeguard family legacies.  

I hold the Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute, combining technical expertise with a modern, client-centred approach. 

From a young age, I’ve believed that financial confidence is one of the most empowering things a person can have. 

I became a financial adviser with one clear goal: to help people take control of their finances and feel secure about their future. Whether it’s simply feeling less stressed about money, buying a first home, planning for your retirement, or protecting a legacy you’ve worked hard to build, I work alongside my clients through every stage of life. 

For me, financial planning is about more than numbers. It’s about clarity, trust, and ensuring my clients feel supported every step of the way. 

Outside of work, I value balance and connection with those I love. I enjoy training at the gym, running, and spending quality time with family and friends over long dinners. These moments keep me grounded and focused. 

Family comes first for me, and I’m grateful to work with like-minded clients who share those same values within our practice. 

While I’m the main point of contact for my clients, I work closely with a skilled team to help make sure every aspect of the client experience is seamless. 

• Marnel Stafford – Senior Partner: I’ve worked with Marnel since she founded our practice, and together we’ve built a practice that empowers our clients to take control of their finances and plan confidently for the future. 
• Mark Bailey – Paraplanner: Mark looks after the technical details, helping to make sure my advice meets regulatory standards.
• Megan Page – Senior Client Experience Executive: I’ve known Megan for over a decade. She manages all administrative processes and coordinates with providers to keep everything running smoothly.
• Josiah Agbandje – Junior Client Administrator: Supporting Megan with daily administrative tasks and helping to keep the practice operating seamlessly.