Company Profile

The Director and Principal Adviser of Hart Ryan Financial Limited, Patrick Ryan, lives in a local village with his wife and three children.  He has been advising his clients from offices in Salisbury since July 2000, following two years in London gaining Financial Planning qualifications in the Lincoln Financial Group.  Many of his clients from this time in London remain clients today, reflecting the nature of the services offered.  This is not a “one-off” sales-oriented business, but one that works with its clients over time, adapting the strategy when that client’s needs change, as they inevitably will.

A successful financial strategy must be formulated by taking not only your current requirements into account, but also your future needs and to consider potential unforeseen circumstances. Issues that, at first, seem unrelated may need to be considered in case of any future changes that may connect them.

In offering an holistic approach to planning, Patrick will consider every aspect of your financial position rather than concentrating on only one area.  He will then work with you over time to ensure your aims are met, and that the ongoing advice remains appropriate. The increasing complexity of the market place and its associated regulations mean it is unlikely that any one Adviser has an in-depth knowledge of every topic available. Bearing this in mind, how can we claim to be able to offer an “Holistic” approach?

Patrick Ryan is a founding partner of The Hart Partnership www.hartsupport.co.uk, a small group of local Advisers with a broad range of expertise and knowledge.  This bank of shared knowledge proves very valuable to those clients whose needs may require specialist experience, and means that most requirements can be met within one office, and remain a personal service.

Working closely with local Solicitors and Accountants, the Partners have developed many useful techniques and strategies for the benefit of their mutual clients.  The Partnership also gives each Adviser access to qualified support staff and a dedicated Mortgage Consultant.

Hart Ryan Financial does not rely on advertising for new business. In nearly every instance, new clients are referred by existing clients or other professionals a fact the firm is proud of.