Damien Rylett
Director and Trainer at The Financial Planning Training Academy- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
Topline Score
Bio
Bill Muammar
"I had previously been on the First Meeting Skills day with The Financial Planning Training Academy and wanted to develop further into structured financial planning for my practice. I wanted to develop processes into my business using full financial planning including cashflow planning software. I was also interested in taking the Certified Financial Planner qualification, there was a lot of discussion on this with many experienced planners in attendance that were more than happy to share best practice. Steve & Damien delivered the course in an engaging, interesting way. They were hands on engaging sessions and plenty of discussion on how it relates to ‘real life’. Support team members were also in attendance, the content would be a good for paraplanners looking to make the move into advising. I took away some practical ideas and there was plenty of networking opportunities available with top practicing planners."
Reena Mistry
I attended a First Meeting workshop 3 years ago just as I was starting out as a financial adviser, and what I learnt in that day has shaped my factfinding skills ever since. Three years on, and people still comment on my style and approach - something I learnt from the excellent one day course.
Bill Muammar
"I had previously been on the First Meeting Skills day with The Financial Planning Training Academy and wanted to develop further into structured financial planning for my practice. I wanted to develop processes into my business using full financial planning including cashflow planning software. I was also interested in taking the Certified Financial Planner qualification, there was a lot of discussion on this with many experienced planners in attendance that were more than happy to share best practice. Steve & Damien delivered the course in an engaging, interesting way. They were hands on engaging sessions and plenty of discussion on how it relates to ‘real life’. Support team members were also in attendance, the content would be a good for paraplanners looking to make the move into advising. I took away some practical ideas and there was plenty of networking opportunities available with top practicing planners."
Reena Mistry
I attended a First Meeting workshop 3 years ago just as I was starting out as a financial adviser, and what I learnt in that day has shaped my factfinding skills ever since. Three years on, and people still comment on my style and approach - something I learnt from the excellent one day course.
Bill Muammar
"I had previously been on the First Meeting Skills day with The Financial Planning Training Academy and wanted to develop further into structured financial planning for my practice. I wanted to develop processes into my business using full financial planning including cashflow planning software. I was also interested in taking the Certified Financial Planner qualification, there was a lot of discussion on this with many experienced planners in attendance that were more than happy to share best practice. Steve & Damien delivered the course in an engaging, interesting way. They were hands on engaging sessions and plenty of discussion on how it relates to ‘real life’. Support team members were also in attendance, the content would be a good for paraplanners looking to make the move into advising. I took away some practical ideas and there was plenty of networking opportunities available with top practicing planners."
Reena Mistry
I attended a First Meeting workshop 3 years ago just as I was starting out as a financial adviser, and what I learnt in that day has shaped my factfinding skills ever since. Three years on, and people still comment on my style and approach - something I learnt from the excellent one day course.
Bill Muammar
"I had previously been on the First Meeting Skills day with The Financial Planning Training Academy and wanted to develop further into structured financial planning for my practice. I wanted to develop processes into my business using full financial planning including cashflow planning software. I was also interested in taking the Certified Financial Planner qualification, there was a lot of discussion on this with many experienced planners in attendance that were more than happy to share best practice. Steve & Damien delivered the course in an engaging, interesting way. They were hands on engaging sessions and plenty of discussion on how it relates to ‘real life’. Support team members were also in attendance, the content would be a good for paraplanners looking to make the move into advising. I took away some practical ideas and there was plenty of networking opportunities available with top practicing planners."
Reena Mistry
I attended a First Meeting workshop 3 years ago just as I was starting out as a financial adviser, and what I learnt in that day has shaped my factfinding skills ever since. Three years on, and people still comment on my style and approach - something I learnt from the excellent one day course.
Experience
-
The Financial Planning Training Academy
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Director and Trainer
-
Jul 2017 - Present
-
-
Trainer
-
Oct 2016 - Jul 2017
The Smart Training Academy was born from a frustration of watching good planners struggle and bad advisers flourish. Soft skills can be learned and they can be taught and the Smart Training Academy exists to help.Our objective is to train financial planners to communicate Lifestyle Financial Planning to their clients effectively. To help them navigate the various communication gurus and find their own successful set of skills to engage their clients. To allow their existing set of technical skills to be deployed to build fantastic long term plans for clients and open the door to those long term, mutually beneficial, relationships that both clients and planners crave.
-
-
-
-
Owner
-
Jul 2016 - Present
-
-
-
IRONBRIGHT INVESTMENT MANAGEMENT LIMITED
-
United Kingdom
-
Investment Management
-
Chief Executive Officer
-
May 2014 - Present
IronBright Investment Management Limited was launched on 2 May 2017 by financial planners for financial planners to provide a sensibly priced, well diversified, managed portfolio service to private clients.The financial planners behind IronBright are Damien Rylett, Steve Brady, David Buchan and Peter Hill, the Directors of Bristol-based financial planning firm, Brunel Capital Partners.IronBright came into being when it became obvious that other financial planning firms could benefit from and share its service. Also when Brunel’s clients suggested, through a qualitative survey, that its investment philosophy and process should be more widely spread.Once clients have a long-term personal financial plan in place, the IronBright philosophy is to provide a proven, globally diversified way of investing.This is done through sensibly priced, risk managed and well balanced portfolios which meet individual client needs.The IronBright investment philosophy follows three guiding principles:Belief in the future, patience and discipline.We know that the whole market will continue to deliver long term value as it always has done; once money is invested patience is needed with an eye on the long term rather than what markets are doing today; and discipline, delivered through careful asset allocation, diversification and regular rebalancing of asset allocations to keep portfolios in line with the course set.
-
-
-
Brunel Capital Partners Ltd
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Owner & CEO
-
Sep 2011 - Present
We provide an independent Financial Planning advisory service to individuals who seek comfort and security from knowing they have a life long financial plan in place.We begin by gaining a full understanding of what’s important to you and how you would spend your time if you had the choice. It is only when we have this understanding that we can build a financial plan to show you how much money you are likely need over the course of your lifetime. Once this is in place you can see the impact certain decisions may have on your wealth over time. It gives financial decision making a context and lets you know how much money you have to invest.
-
-
-
-
Bristol Branch Manager
-
Jan 2009 - Dec 2011
Running a branch meeting programme designed to inform, educate and provide a networking forum for IFP members in Bristol Running a branch meeting programme designed to inform, educate and provide a networking forum for IFP members in Bristol
-
-
-
-
Senior Financial Planner
-
Oct 2007 - Sep 2011
-
-
-
-
Associate Director
-
Jan 2000 - Jan 2007
-
-
-
abrdn
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Consultant Support Team Leader
-
Jan 1997 - Jan 2000
-
-
Education
-
1993 - 1997
Liverpool John Moores University
BSc(Hons), Applied Chemistry -
-
Watford Grammar School
Community
