Welby Associates Wealth Management Ltd

Independent Financial Adviser The House Of Vic Ryn, Moira Road, Lisburn, Antrim, BT28 2RF
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 2019
Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Glenn Welby FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Simon Thompson
Financial Planner
What our clients say
“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
“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 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
Where to find us

The House Of Vic Ryn, Moira Road, Lisburn, Antrim, BT28 2RF

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Welby & Associates 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.

Similar advisers near you

Independent Financial Adviser 2.02 mi
Chartered Financial Planners who help clients achieve and maintain their desired lifestyle, without fear of ever running out of money.
 
Financial Adviser (Restricted Whole of Market) 7.21 mi
I can assist with Final Salary Pension reviews & Pensions and Investment Wealth Management
 
Independent Financial Adviser 7.94 mi
 
 
Independent Financial Adviser 8.45 mi
Chartered Financial Planners. Specialists in Pensions & Investments . Offices in Lurgan Belfast and Bangor - coverage throughout Northern Ireland