Welby Associates

WHO WE ARE

We look after your interests as we would our own

Welby provides a welcoming and trustworthy business for clients where they can be assured of unbiased financial advice.

In recent years, financial products and services have increased in complexity and the aim of our team of independent financial advisors is to simplify the financial planning process for our clients. We apply our financial expertise to compare and select products on your behalf from the wide range available on the market. 

More stringent legislation has caused a sharp decline in the number of banks and building societies willing to offer financial advice. Welby continue to meet and exceed the new standards and keep things simple for clients.

WHO WE ARE

Discover how Welby can work for you

Our team of independent financial advisers are here to simplify the financial planning process. Our conversations with you are expertly focused on all aspects of your goals, alongside our knowledge to help you stay on the best financial path for you. 

This guide focuses on things to consider when Looking for a Financial Adviser and details how Welby can work for you.

Read the guide

WHO WE ARE

The reassurance of Chartered status

Welby are proud to carry the prestigious title of Corporate Chartered status awarded by the Chartered Insurance Institute. Welby demonstrate commitment to professional standards through ethical practice and an ongoing investment in expertise through continuous professional development.

For our clients, it shows dedicated customer service from our team and the capability to deliver the highest level of financial advice.

chartered-financial-planners

Our highly skilled team is always at your service.

Director

Glenn Welby
FPFS TEP

Email Glenn

Financial Planner - Will & Estate Planning Specialist

Aodh McGrath
DipFA MIFS

Email Aodh

Mortgage & Protection Advisor

Carol Alexander
CeMAP

Email Carol

Paraplanner

Catherine Trainor
Dip PFS

Email Catherine

Chartered Financial Planner

Ciaran Rea
APFS

Email Ciaran

Trainee Paraplanner

Loren Dowds

Email Loren

Trainee Paraplanner

Caitlin Lyness

Email Caitlin

Office Manager

Julie Budd

Email Julie

Get in touch with us today to arrange your free initial consultation

Contact Us

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Welby is a trading name of Welby Associates Wealth Management Ltd Company Registered Number NI630504 who is authorised and regulated by the Financial Conduct Authority, FCA register number 697372. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

The House of Vic-Ryn, Moira Road,
Lisburn, Co.Antrim, BT28 2RF
+44 (0) 2892 622 910
info@welbyassociates.co.uk

Copyright Welby 2023 | Cookie Policy | Privacy Policy

Our use of cookies

Some cookies are necessary for us to manage how our website behaves while other optional, or non-necessary, cookies help us to analyse website usage. You can Accept All or Reject All optional cookies or control individual cookie types below.

You can read more in our Cookie Notice

Functional

These cookies enable core functionality such as security, network management, and accessibility. You may disable these by changing your browser settings, but this may affect how the website functions.

Analytics cookies

Analytical cookies help us to improve our website by collecting and reporting information on its usage.

Third-Party Cookies

These cookies are set by a website other than the website you are visiting usually as a result of some embedded content such as a video, a social media share or a like button or a contact map