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 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.
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.
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.
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.