Welby Associates Wealth Management Ltd

Independent Financial Adviser  The House Of Vic Ryn, Lisburn, Antrim, BT28 2RF
First meeting at adviser's own cost
Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Glenn Welby FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
“Glenn has looked after me for quite sometime. I regard him as extremely trustworthy. I would have no hesitation in dealing with Glenn, he is easy to understand and very knowledgeable.”
Tom Patterson, Lisburn
“Since starting out in business as an accountant, I have worked very closely with Glenn Welby of Welby & Associates. I have no reservations about recommending my clients to Glenn as I am confident he will provide an extremely professional, ethical and integral service. His knowledge is customer focused, making clients feel reassured and at ease. An excellent overall service!”
Claire Stewart, CES Accounting Services
“Glenn has developed a good local practice in Lisburn and has particular expertise in advising on issues around succession planning and nursing care.”
Michael Graham, Cleaver Fulton Rankin Belfast
About us

Welby Associates are Chartered Financial Planners with over 15 years experience in financial services. We offer advisor coverage throughout Northern Ireland.

We understand that genuine professionalism has never been so valued. Chartered Financial Planner remain the “gold standard” of excellence and integrity within the profession.

Our services

We would encourage you to take advantage of our unique proposition in the strictest confidence.

Financial products have greatly increased in complexity and it is our aim to simplify this on your behalf. With increasing choice within the market, through use of our financial expertise we prudently compare and select on your behalf.

We can discuss your hopes and objectives and give you the opportunity to ask as many questions as you wish. You have peace of mind, in knowing we will continue to keep in touch, and are immediately contactable if there are any changes in your personal circumstances.

Where to find us
Head office address: The House Of Vic Ryn, Moira Road, Lisburn, BT28 2RF
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021

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