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Ryley Wealth Management

Our team

An experienced team of advisers and professionals dedicated to your financial wellbeing.
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About Söderberg & Partners Financial Planning

At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.

By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.

As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.

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About Söderberg & Partners Group

Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.

For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.

* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.

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Our team

Meet the people behind your plan

David Ryley

CEO and Founder
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Paul Waites

Financial Planner
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Will Diggins

Financial Planner
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Tracy Yeomans

Financial Planner
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Gabriella Witek-Morgan

Financial Planner
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Dan Seaton

Financial Planner
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Kane Callaghan

Financial Planner
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Harvey Jones

Financial Planner
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Olivia Bell

Financial Planner
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Jonathan Chan

Financial Planner
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Dale Lucas

Chartered Financial Planner
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Ruth Harrison

Managing Director

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Phil Bloxham

Non-Executive Director

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Adam Langham

Chartered Financial Planner and Technical Director

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Stephanie Francis

Administration Director

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Nicola Hatton

Administration Team Leader

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Alex Martins de Sá

Personal Assistant to David Ryley

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Sarah Kidd

Personal Assistant to the Managing Director

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Mark Jones

Paraplanner

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Mel Flear

Administrator to Dan Seaton and Will Diggins

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Lisa Pope

Administrator to Tracy Yeomans and Olivia Bell

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Ruth Nisbet

Administrator to Jonathan Chan and Harvey Jones

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Kerry Pickwell

Administrator to Dale Lucas and Kane Callaghan

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Ben Greenfield

Administrator

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Lauren Jackson

Senior Marketing and Events Officer

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Anique Anderson

Appointment Maker and Marketing Assistant

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Mya Purnell

Digital Marketing Support

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01

About us

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Meet the team

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Who we help

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Our vision & values

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Our services

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Advice journey

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Insights

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Resources

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Contact

David Ryley

 CEO and Founder

David is the founder and CEO of Ryley Wealth Management, established in 2005, and has been a successful financial planner for 30 years and a business owner since 1999. A Chartered Fellow of the Personal Finance Society, he holds a BA (Hons) and the Cert CII (FS).

David advises corporate and private clients across investment, retirement and protection planning, cash management and intergenerational wealth, with particular expertise in supporting business owners, entrepreneurs and sports professionals.

Giving back matters greatly to David, and he founded the 1% Matters Fund to work with charities around Nottingham. A keen sportsman, he plays football weekly, works on his golf game, and is aiming to earn his private pilot’s licence.

Paul Waites

 Financial Planner

Paul joined Ryley Wealth Management in 2016, bringing a career in financial services spanning more than 30 years. He holds the Diploma in Financial Planning (DipPFS) and is licensed and authorised to advise on Defined Benefit Pension Transfers.

Paul looks after individuals, directors, professionals and retirees across private and corporate wealth management, covering protection, savings and investments, with significant experience in retirement and estate planning. His transparent approach ensures clients clearly understand the strategy behind their plan.

In his spare time, Paul likes to run, and you may find him pounding the local streets keeping fit. His heart, though, truly lies in Cornwall, where he loves to explore and unwind in the sea air.

Will Diggins

 Financial Planner

Will joined Ryley Wealth Management in 2015, having begun his career in financial planning six years earlier. He holds the Diploma in Financial Planning (DipPFS).

Working across both private and corporate wealth management, Will provides a truly holistic financial planning service designed around the outcomes his clients need. His approach puts clients at the centre of everything he does, which is why many have worked with him for years and refer their family and friends time and time again.

A family man at heart, Will loves nothing more than socialising with friends and family at weekends, especially if karaoke is involved. He is an avid Manchester United fan, and works on his clay pigeon shooting when he can.

Tracy Yeomans

 Financial Planner

Tracy has worked in financial services for over 40 years, advising clients for 28 of them. She joined Ryley Wealth Management in 2019 to continue assisting private clients with their wealth management needs, and holds the Diploma in Financial Planning (DipPFS).

Tracy is dedicated to providing a clear, structured and tailored financial planning service, working with directors, professionals and retirees to help them achieve their goals in life.

Driven to support her local community, Tracy enjoys spending time with her family and getting out and about in her hometown, whether attending local events, picking up DIY supplies or spending time indulging her passion for gardening.

Gabriella Witek-Morgan

 Financial Planner

Gabriella began her career in finance in 2019 and joined Ryley Wealth Management in 2022. A Nottingham Trent University Psychology graduate, she holds the DipPFS and CeMAP qualifications and is currently on maternity leave until April 2027.

Gabriella works with business owners, medical professionals and families, providing clear, jargon-free advice tailored to their ambitions. She helps clients build and protect wealth, plan for retirement and school fees, and pass wealth to future generations.

She has a particular passion for supporting female business owners and leaders to plan confidently for their future.

A former Team GB synchronised ice skater, Gabriella stays active through Pilates and swimming and enjoys travelling with her husband and young family.

Dan Seaton

 Financial Planner

Dan joined Ryley Wealth Management in 2023 as a Financial Planner, having gained over 14 years of customer service experience. He holds the Diploma in Financial Planning (DipPFS).

Dan works collaboratively with clients to help them achieve their financial dreams and aspirations, delivering reliable, considered guidance with integrity and patience. As a father himself, he understands the importance of planning both for your own future and for your children, and has particular experience helping families and business owners.

Proud owner of Olive the sausage dog and dad to his sons, Emerson and Archer, Dan loves spending time with his family. Outside of work, he is also an avid film lover.

Kane Callaghan

Financial Planner

Kane joined Ryley Wealth Management in January 2025, having worked in the financial services sector since 2017. He is a diploma-qualified Financial Planner, holding the DipPFS and CeMAP qualifications.

Kane aims to provide a truly holistic financial planning service tailored to help clients achieve the financial outcomes they need. He advises with each client’s aims and goals firmly in mind, conducting regular review meetings to keep their plans on track.

When Kane isn’t working, he’s a fan of cricket and golf, whether watching or playing, and it’s how he unwinds and stays active. Outside of work, life revolves around restaurant visits with his wife, Olivia, and time outdoors with their bulldog, Bob.

Harvey Jones

Financial Planner

Harvey joined Ryley Wealth Management in March 2025. He graduated from the University of York with a First Class BSc (Hons) in Business & Management, and holds the Diploma in Financial Planning (DipPFS) and an LIBF Level 5 Applied Finance qualification.

Harvey values building genuine relationships, taking time to understand each client’s circumstances and craft solutions that truly fit. He supports clients at every stage, from building financial foundations to approaching retirement, and believes in regular, open communication so plans remain fit for purpose.

Beyond his career, Harvey is a keen golfer who played first team for the University of York, and follows football, rugby, tennis, Formula 1 and cricket. An enthusiastic traveller, he is steadily working towards exploring as many countries as possible.

Olivia Bell

Financial Planner

Olivia joined the financial planning team at Ryley Wealth Management in 2025 with four years’ experience in the industry. She holds a BA (Hons) and the Diploma in Financial Planning (DipPFS).

Passionate about providing a first-class, client-focused service, Olivia particularly enjoys helping families and young professionals start their wealth journey, supporting clients through key life stages from a first job and buying a home to marriage, family and retirement. She has a strong interest in generational planning.

Outside of work, Olivia enjoys time with her fiancé, Oakley, and family in Dorset, as well as travelling to warmer destinations. A keen animal lover, she enjoys walking and keeping active, and loves supporting local pubs and restaurants around Nottingham.

Jonathan Chan

Financial Planner

Jonathan joined Ryley Wealth Management in August 2025, having started in the financial services industry in 2010 and since completed all his exams and qualifications to advise clients. He holds the Diploma in Financial Planning (DipPFS) and brings a wealth of transferable skills from his previous career as a Business Analyst.

Jonathan’s focus is on being part of a supportive and collaborative team. He is especially looking forward to learning from the depth of experience around him and growing further in his role through mentorship and guidance.

Outside of the office, Jonathan is a keen sportsman who enjoys playing football and squash whenever he can. He is also a skilled home cook with a particular passion for barbecuing.

Dale Lucas

Financial Planner

Dale joined Ryley Wealth Management in August 2025 as a Chartered Financial Planner, bringing eight years of experience in financial services. He is a Fellow of the Personal Finance Society with a degree in International Business and Globalisation.

Dale’s approach is centred on bringing clarity and confidence to complex financial decisions, while building long-term relationships with clients and helping them achieve their financial goals.

Outside of work, Dale enjoys travelling and spending quality time with his wife and young son. One of their favourite trips to date was celebrating New Year’s Eve in Reykjavík, Iceland.

Ruth Harrison

Managing Director

Ruth became Managing Director of Ryley Wealth Management in 2016, following 31 years in banking and regulated financial services. She is Diploma qualified (DipPFS) and holds a Senior Management and Supervision qualification.

Much of Ruth’s career has been spent leading teams of financial advisers, support staff and managers, and she brings that experience to overseeing the day-to-day running and long-term direction of the practice, with a focus on maintaining the standards clients expect.

When she isn’t working, Ruth enjoys travel and reading, and is a dedicated supporter of her football team, Leeds United.

Phil Bloxham

Non-Executive Director

Phil joined Ryley Wealth Management in 2014 as Managing Director and is now the firm’s Non-Executive Director. He brings over 40 years’ experience across the banking, financial services and legal sectors, having run offices and professional advisory teams throughout his career.

Phil maintains an analytical, client-centred approach to business development, and his focus is providing the guidance and business insight that drives performance across the practice.

In his downtime, Phil is a keen wildlife and landscape photographer, which involves trips to the far corners of the UK, scrambling to out-of-the-way spots at dawn and often in poor weather. Strangely, he seems to enjoy it. He is also a West Ham supporter.

Adam Langham

Chartered Financial Planner and Technical Director

Adam joined Ryley Wealth Management in 2008 and is the firm’s resident technical expert. Having passed 17 financial exams, he is a Fellow of the Personal Finance Society and holds Chartered Financial Planner status.

As Technical Director, Adam oversees advice quality standards throughout the practice, and produces the advisory documentation that underpins the firm’s most complex areas of advice.

Alongside his senior paraplanning work, Adam also serves as the firm’s financial controller, ensuring the efficient running of the company finances and supporting the practice behind the scenes.

Stephanie Francis

Administration Director

Stephanie joined Ryley Wealth Management as Practice Manager in 2008 and has been instrumental in the growth and development of the company, bringing a career spanning 30 years in financial services.

Now Administration Director, Stephanie’s focus is managing and developing the administration and support team to ensure clients always receive a first-class service.

Outside work, Stephanie enjoys time with her family, especially on holiday somewhere sunny. A passionate music fan, live and recorded, she is a regular at concerts watching her favourite artists. She also loves tending her garden year-round and taking her dog on long countryside walks.

Nicola Hatton

Administration Team Leader

Nicola started as an Administrator at Ryley Wealth Management in 2019 before working her way up to her current role as Administration Team Leader. She studied Business and Enterprise Management at university, has previous experience in both pensions and insolvency, and is currently on maternity leave until November 2026.

Day-to-day, Nicola leads and upskills a team of Administrators to ensure the firm provides an industry-leading experience to both clients and Financial Planners.

A cat lover at heart, Nicola enjoys spending time at home with her family and pets, but you can often find her out socialising with friends or off enjoying a trip away.

Alex Martins de Sá

Personal Assistant to David Ryley

Alex joined Ryley Wealth Management in 2017 as Personal Assistant to CEO David Ryley, following 34 years working across various parts of the insurance industry.

Now working four days a week, Alex continues to support David as his Personal Assistant while also assisting the Marketing team, an area in which she has previous experience. Her role enables her to keep building on her existing relationships with clients.

Alex likes spending time with her husband and family and, even out of work, she is the chief organiser of any events.

Sarah Kidd

Personal Assistant to the Managing Director

Sarah has worked at Ryley Wealth Management since 2009, starting as an Administrator before moving into Marketing and then into her current role supporting the Managing Director.

Sarah works directly for Managing Director Ruth Harrison, managing her diary, assisting with booking meetings and training for the management team, and overseeing the firm’s facilities, keeping everything running smoothly behind the scenes.

Sarah likes to fill her spare time with plenty of hobbies, including swimming, baking and socialising. You can frequently find her enjoying a weekend away with her loved ones.

Mark Jones

Paraplanner

Mark joined the paraplanning team at Ryley Wealth Management in 2022, bringing extensive knowledge of the financial planning sector and 25 years’ experience in the industry. He holds a business degree and the Level 4 Diploma for Financial Advisers (DipFA), and has previously worked as an IFA.

Mark’s role is varied, involving preparing suitability reports, producing product illustrations, conducting fund research and creating client records, along with much more.

In his spare time, Mark loves spending time with his three children, playing the guitar and taking part in Ironman competitions.

Mel Flear

Administrator to Dan Seaton and Will Diggins

Mel brings over 20 years of experience within the finance industry and has worked at the Kirton office of Ryley Wealth Management since 2018.

Mel’s role incorporates a wide variety of tasks, from meeting preparation to processing ISA investments and much more. She enjoys the work-life balance the role brings, and says she has made some very good friends since joining the office.

Outside work, Mel enjoys spending time with her husband, two children and her new grandson, and loves to travel, having exchanged touring the UK in the camper for cruise ships sailing the Caribbean and Europe.

Lisa Pope

Administrator to Tracy Yeomans and Olivia Bell

Lisa joined Ryley Wealth Management in January 2022 with over 25 years of experience working in administration, nearly 17 of those within the financial services industry.

Along with supporting the Financial Planners, Lisa greatly enjoys helping clients along their financial journey, and believes there is nothing more rewarding than solving a client query and seeing the difference it makes to them.

When she isn’t in the office, Lisa likes to go for walks with her rescue dog, Buddy, or snuggle up on the sofa to read crime novels.

Ruth Nisbet

Administrator to Jonathan Chan and Harvey Jones

Ruth joined Ryley Wealth Management in April 2023 as a Practice Administrator, arriving with a wealth of experience including 37 years in administration, 15 of which were within financial services.

In her role, Ruth prepares client meetings, deals with any queries and ensures her advisers are organised for their week-to-week duties.

Outside of work, Ruth has many pastimes. She regularly spends time with family and friends, including her three sons. If she isn’t watching the football and supporting her local team, Nottingham Forest, you’ll find her baking treats for loved ones.

Kerry Pickwell

Administrator to Dale Lucas and Kane Callaghan

Kerry became part of the Kirton office team at Ryley Wealth Management in 2024 as a Practice Administrator. She brings valuable experience from her previous roles at an engineering company in Grimsby, where she worked in Business Support, as a PA and as an HR Administrator.

Kerry plays a crucial role in supporting both the Financial Planners and the wider team, dedicated to assisting clients with their queries and keeping the advisers well-organised.

Outside work, Kerry enjoys renovating her new home, walking and exploring the local countryside, and entertaining friends and family.

Ben Greenfield

Administrator

Ben joined Ryley Wealth Management as an Administrator in September 2026, bringing a master’s degree in chemistry and experience as a personal trainer, a background that gave him a real appetite for client-facing work.

Drawn to financial markets and to helping people reach their goals, Ben is working towards qualifying as a financial planner. He looks forward to building long-standing relationships with clients at every career stage, helping them manage, protect and grow their hard-earned wealth.

Outside of work, fitness remains a cornerstone for Ben, alongside food, coffee and long walks with family and friends, and, naturally, watching Nottingham Forest.

Lauren Jackson

Senior Marketing and Events Officer

Lauren joined Ryley Wealth Management in 2017 as Marketing and Events Co-ordinator, and has progressed to Senior Marketing and Events Officer, having previously built her skill set with eight years of experience in customer service.

Lauren assists the marketing team with a wide variety of tasks, including administration, creating graphic content for social media, and helping to organise upcoming events across the practice.

Putting her creative side to work both on the job and in her personal life, Lauren enjoys undertaking craft projects in her spare time. Family and friends are a huge priority, and she fits in as many holidays with them as possible.

Anique Anderson

Appointment Maker and Marketing Assistant

Anique joined Ryley Wealth Management in 2022 as Appointment Maker and Marketing Assistant, bringing an office background in customer care and satisfaction.

Anique books clients into their regular planning meetings with the advisers, and enjoys building relationships with Ryley Wealth Management clients along the way, often being one of the first friendly voices they hear when they get in touch.

Outside work, Anique spends much of her time working on animation projects with friends and family, an interest that keeps her creative side well exercised.

Mya Purnell

Digital Marketing Support

Mya joined Ryley Wealth Management in January 2026 as a Junior Administrator, before joining the marketing team. She previously worked on the IT Service Desk at the University of Nottingham and studied Law at the University of Sheffield.

In her role, Mya supports the marketing team across digital channels and is excited to continue learning about financial services.

Outside of work, Mya enjoys gaming, creating art and keeping active at the gym. She’s a big fan of rock and metal music and going to live music gigs.