As a Financial Adviser & Head of Estate Planning at Humboldt, based in central London, Ryan specialises in supporting clients in the accumulation phase of their careers, helping them build solid, long-term financial plans. His approach to financial advice goes beyond pensions and investments; he is dedicated to understanding what matters most to each client and crafting a personalised plan that aligns with their unique goals. Ryan also guides clients through the complexities of wills and Lasting Powers of Attorney, ensuring that their assets are protected, and their wishes are honoured both during their lifetime and beyond.
When working with clients, Ryan’s priorities are clear:
- Building robust, sustainable pensions that align with long-term financial objectives
- Maximising tax efficiency, helping clients retain more of their hard-earned money
- Creating comprehensive estate plans to protect and transfer wealth effectively
- Safeguarding financial futures with tailored protection strategies
- Offering innovative ideas and strategies to optimise all aspects of financial planning
Ryan’s goal is to provide clear, impartial financial advice that empowers clients to secure the future they envision. Outside of work, Ryan is a passionate sports fan. He follows his favourite team, Brentford, around the country, supporting them every week.
- Diploma in Regulated Financial Planning
- Society of Will Writing
Investments and Savings
Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
Fancy a chat?
- Free 60 minute initial consultation
Contact Ryan through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Ryan Cook
Independent Financial Adviser & Head of Estate Planner