Meet The Team

Founded & Managed by Ryan (DipPFS)

Managing Director

Ryan founded the company in 2014 after 10 years industry experience with local wealth management practices. As a Partner of his previous firm, Ryan offers a breadth of knowledge and a wealth of experience in all aspects of business and the financial services industry.

As an active member of the Investment Committee Ryan brings innovative ideas to the table and helps develop strategies to create and manage wealth, aimed at providing clients with the comfort that their financial needs are being professionally managed at all times.

He continues to further his knowledge through an ongoing commitment to research and training towards higher qualifications.

Chelsey (DipPFS)

Wealth Manager

Chelsey brings years of academic knowledge and business experience to her role at Seven Bridges IM. As the youngest member of the team, Chelsey offers a vital insight in to forward thinking business progression for the continued improvement of Seven Bridges IM.

Chelsey qualified as a Wealth Manager in May 2019 and is now working towards her Chartered status. Chelsey works closely with the clients of Seven Bridges IM specialising in Individual Protection and is able to access products and services from a range of providers enabling access to the whole of market.

John (DipPFS)

Wealth Manager

John has over 35 years industry experience with regional independent financial practices and national life companies.

Specialising in Retirement Planning and Corporate Protection, John aims to provide both private individuals and companies with the peace of mind that their family and financial needs are being professionally looked after in line with their objectives.

As a wealth manager of Seven Bridges, John is able to access products and services from a range of providers enabling him to offer clients access to the whole of market in order to achieve their financial aims.

Michael (DipPFS)

 Wealth Manager

Michael has been working in Financial Services for 32 years, the majority of this time at Barclays Bank, gaining valuable experience in all aspects of financial planning for both personal and corporate clients.

Building on this experience Michael has more recently been focusing on advising clients with regards to their Pensions and helping them at every stage of their Retirement journey, offering impartial assistance on the full range of Pension options to achieve their retirement objectives.

Michael takes pride in his ethical and thorough approach to providing advice in this complex area.
In his spare time he enjoys watching his son compete at Athletics and helping his daughter with her business.

Pete

 Office Manager

Following 25 years running his own Wealth Management Practice Pete retired from the industry in 2018.

After a suitable rest period, Pete joined the team in April 2020 as the Office Manager to add his experience in running a practice.

Apart from looking after the day to day management of the business, he will also sit on the Investment Committee to add his knowledge of the Investment Markets to the business. 

 

Kris (DipPFS)

 Wealth Manager

Kris has recently qualified as a Financial Adviser and is currently building upon his experience as a Paraplanner to provide him with an overall knowledge base to advise and assist clients with all aspects of their Financial Planning.

Kris is an all round optimist, dog enthusiast and father of one, Barry (black pug) and yes, pics are available upon request.

Joey CertPFS (DM)

Paraplanner

Joey started off in the industry ten years ago as an Apprentice and has progressed through professional certifications in his own time to become a qualified financial paraplanner.

Joining Seven Bridges in January 2020, Joey offers support to the wealth and financial planners of the company, providing research and analysis while busying himself with the technical aspects of regulations and planning, surveying the financial services landscape for new opportunities, timely warnings and allowing our planners to give more of their time to clients.

Joey anticipates completing further qualifications in this year, sandwiching exams between his annual trips to Japan.

Jamie (BSc)

Research and Development Officer

Joining Ryan on day one, Jamie brings years of academic knowledge and business experience to his role. Possessing a strong understanding of systems development, Jamie will be integral to the continous improvement of the business for the benefit of our clients.

Offering support for the Wealth Managers of Seven Bridges, Jamie will develop efficient methods of information exchange for clients. Coupled with technological knowledge of various media platforms he will enable the business to remain forward thinking by delivering innovative business solutions.

Amanda

Senior Administrator

Amanda has worked in the financial services industry since 1994, starting out as a Financial Administrator whilst studying for her HND in Business and Finance.

She joined the company as a Senior Administrator in 2019 with a demonstrated history in her field. Responsible for assisting customers and providing support services to multiple departments. Amanda has a passion for technical analysis and statistics, assisting the department in producing reports, comparisons and documentation for financial reviews and meetings.

After supporting IFAs for 22 years Amanda is training to become a Financial Paraplanner, following the associated qualification route and is currently studying for R02 (Investment Principals and Risk).

Hannah

Administrator

As a vital member of the team, Hannah provides the Wealth Managers of Seven Bridges IM with administrative duties enabling them to offer their clients as much of their time as possible. From valuations to company reporting, Hannah provides Ryan and the Wealth Managers with important information and administrative support to ensure a smooth service for every client and the business.

Debbie

Data Analyst

With an administrative and customer service background, Debbie is a vital member of the team, providing up to date valuations and keeping Seven Bridges back office system updated. From valuations to company reporting, Debbie provides Ryan and the Wealth Managers with important information and administrative support to ensure a smooth service for every client and the business.

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