Ryan Pettitt
View Ryan’s professional achievements
Professionally
Ryan joined the financial services profession in 2021 after achieving his first-class degree in mathematics with finance from the University of Leeds. He started his career in Cambridge, where he gained experience in both financial planning and investment management, before moving to Oxfordshire.
Ryan is a Chartered Wealth Manager, holds the Advanced Diploma in Financial Planning and is awaiting results for the Certified Financial Planner qualification.
Personally
Ryan grew up in Cambridge, where he visits regularly to see friends and family, before moving to Oxfordshire to live with his partner, Holly.
Ryan enjoys any sporting challenge. His highlights so far have been competing in a triathlon in Berlin, taking part in a charity boxing event and completing a Hyrox Doubles. Next on the list are a solo Hyrox and then a marathon!
When not training for an event or out running, Ryan spends his time playing poker, chess and going for long walks in the country. He also loves to cook, although this isn’t always worth the amount of mess he makes.
Spotlight questions
On an ideal weekend you can find me:
Having a pub lunch and being out in nature in the sun, either for a run, long walk, or cycle.
My favourite holiday destination:
Definitely Thailand. Being able to feed elephants, experience a different culture, take part in a Thai cooking class, snorkel with fish and relax on a beach all in one holiday was so much fun. Also the national parks are beautiful.
My favourite song to play in the car:
I play Call Me by Shy FX and Maverick Sabre a lot. It never fails to put me in a good mood and give me energy for the day.
When the dessert menu comes, I’m looking for:
Always a sticky toffee pudding!
3 qualities that draw me to new people are:
Someone who is fun, talking about something they are passionate about, or has a unique perspective.
If I could be any fictional character, I would be:
Sherlock Holmes for his ability to solve such complex cases based on the smallest of details.
3 small things that make my day better:
Doing something active, cooking and catching up with friends.
Importantly
We think it’s important to verify any credentials before working with a financial planner. You can view Ryan’s credentials below.
Hear from our clients
Read what some of our clients have to say about their experience of working with Expert Wealth.
Over the years Jonathan has helped us in several ways financially, but also the wider aspects of navigating and planning our lives as a family. This is a long term relationship which has been really fruitful, and taken away many of the anxieties of securing financial security whilst getting older, something incredibly valuable in the current climate.
David Crowe
Jonathan, Dom and the team have created an appealing ethos around Expert Wealth Management. More importantly they have lived up to it - both in their professional conduct and in terms of financial returns for clients. In both calm and choppy waters on the investment front, one senses that EWM and their clients are 'in it together', which is a source of comfort and confidence.
Graham & Liz
For people who have little knowledge of investment strategies, Dominic’s reassurance and guidance, particularly at times of market instability, has proved accurate, reliable and confidence-building. We believe we owe our comfortable retirement in no small measure to the Expert Wealth Management team.
David & Yvonne
During the annual review Jonathan takes the time to ask if there are any changes in my circumstances, he closely listens and adjusts the investments accordingly if needed. At all times I have found Jonathan Hunt and his excellent team to have a high work ethic, are courteous and always professional. I am certainly a satisfied client.
Patricia
Jonathan helped us to paint a picture of how our future could look, combining our wish to be able to enjoy our interests with the stability of a secure income. He assessed our attitudes to money and used these to plan a portfolio. We liked the fact that Jonathan developed a strategy centred around us rather than simply from a bundle of financial products from the market.
Phil & Sue
Jonathan has given good advice on all aspects of finance including returns, pensions, trust funds and long-term security. Additionally, most valuable advice for my family in taxation such as for military service personnel. From the outset EWM provided a complete advice and management service that gave me peace of mind and confidence that all my financial matters were in safe hands.
Dr Michael L Browne
What I love about Dominic’s approach is that he treats money as a means to an end, not as an end in itself: he carefully helped me to work out what my priorities are, what I want out of life and what income I need, and when, in order to achieve those ends. Frankly, I don’t understand finance and it terrifies me: Dominic has given me good, reliable advice (in plain English!) and I trust his guidance.
Jan Penrose
I liked Dom straight away - thorough, straight-talking, consistent but also, critically for me, human. He sees beyond the numbers into people’s lives - understands that life needs to be lived in the present as much as we need to have an eye on saving for the future. Most importantly, he understands me and my life goals, and shapes his advice to suit my needs rather than around his agenda.
Sally Emslie
The clear explanation of options, future projections and regular reviews have continued to give me confidence that I had made the right choice to move my pension. Dom has been a constant presence throughout and has continued providing guidance including how to invest an inheritance. Dom and the team at Expert Wealth have been an oasis of calm in the turbulent world of financial investment.
Sarah E
Dom Spalding was personally commended to us. All the family are signed up with EWM now. We’ve enjoyed a good, personal rapport, felt totally at ease in our trust, and at the same time been given a real sense and understanding of the way our money can work for us into the future. We are very grateful to the whole team at EWM who are, in these times, internet-ready, at any time, to look after our issues and help us fulfil our objectives.
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