Investec Wealth & Investment UK

Helping clients to meet their financial goals. 

I work with individuals, companies and charities in order to build tailored investment solutions that focus on building and preserving wealth.

Investment Director

Smith & Williamson

I consistently demonstrated a strong technical knowledge of a broad range of potential investment solutions throughout the entire economic cycle. 

This enabled me to ensure that all clients were provided with bespoke investment portfolios in line with their various objectives and requirements.

Associate Director

I will help you reach your financial goals.

Reach out to me if you have:

   Sold a business
   Received an inheritance
   Need expert help managing your investments

I get to know you and your life objectives, so I can make sure you put the right investment strategy in place.

Speak to me if you are:

	Building wealth towards retirement / financial freedom
	Using passive income or accumulated assets to supplement your lifestyle
	Aiming to preserve or pass on your wealth in a tax-efficient way

Or if you want to know how I can help the following professionals with their roles:

	Solicitors
	Accountants
	Financial Advisors / Financial Planners
	Trustees/board members of Charities with investable reserves

I have 15 years of investment experience. 

I am a Fellow of the Chartered Institute for Securities and Investment (CISI) and a holder of the CISI Wealth Management diploma.

If you would like further details, please message me on LinkedIn, or drop me an email at ryan.cornett@investecwin.co.uk

When I'm not working I am generally excited about:

	Sports (I can always make time for a round of golf!)
	Good coffee
	Reading non-fiction books (please send me your recommendations)

Ryan Cornett

AAB Wealth Limited

Director

Personal Finance Society

Chairperson

abrdn

Chartered Financial Planner at abrdn (formerly 1825 Financial Planning & Advice Ltd)

Grant Thornton UK LLP (Aquired by 1825)

Wealth Advisory Senior Manager

Grant Thornton UK LLP

Wealth Advisory Manager

Jigsaw Financial Associates Ltd

Doherty PIC Ltd

Financial Planning Consultant

Senior Paraplanner

Square Seven Financial Planning

Practice Manager

T Nixon Associates Ltd

Paraplanner

I love working with my clients to really understand what really matters to them the most, both now and in the future. I want my clients to live their best life, with the money they have worked so hard to obtain. I try to make the complicated advice areas as simple as possible so that my clients can focus on what really matters to them and their family. 

I am deeply knowledgeable in all aspects of financial planning, including complex areas such as Inheritance tax/Trust planning, pensions planning (including SIPP's and SSAS's), investments and business protection. I have achieved Fellow status within the Personal Finance Society and Chartered status. This means that I have attained and maintained the most prestigious level of professional achievement within my profession, so you are in safe hands. I am also pleased to have been chair of the Personal Finance Society for the last 3 years.

The most crucial element in a client relationship is Trust. You need to be open and honest with each other to try and get the most out of your financial planning goals and objectives. A client/adviser relationship is normally long term, and I really enjoy being there every step of the way, watching my client’s and their families live their best lives and helping them through each stage of their life. This can even include looking after their legacy and helping the next generation.

Being open and honest and to act with my client’s interests, is at the heart of everything I do. I use my knowledge and expertise to help create a robust financial plan bespoke to their needs. My parents have always instilled in me that “you should treat others the way you would want to be treated yourself” and this is a fundamental part of how I work with my clients. 

When I am not working, I enjoy spending time travelling, playing darts and pool, reading, and looking after my three cats. I also absolutely love fly fishing, and I fly fish for the Irish Ladies International team. 

Qualifications: Advanced Diploma in Financial Planning | Diploma in Regulated Financial Planning | Diploma in Financial Planning | Certificate in Financial Planning | Award in Pensions Update | Certificate in Mortgage Advice | Award in Long Term Care Insurance | Certificate in Life and Pensions | 1st Class Honours Economics with Distinction | Financial Adviser of the Year Northern Ireland and Scotland 2023 | Fellow of PFS | Chartered Financial Planner

Debbie Connolly FPFS

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The Battle

Ryan Cornett

Debbie Connolly FPFS

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