Frequently Asked Questions
How much do you charge?
Your initial consultation is complimentary, no fees or charges are applied. Donations to the House of Vic Ryn Associated charities are welcomed.
Our fees will be discussed with you at the initial “get to know” meeting and will be set out in a letter of engagement if you decide to become a client. The level of fee varies and depends on which service you decide to subscribe to but we are totally transparent with our fees and we look to be fair in our charging structure – we are not the most expensive or the cheapest.
The “get to know” meeting is always at our expense.
Who is behind Welby & Associates?
The business is owned and founded by Glenn Welby. Glenn is a Chartered Financial Planner and Fellow of The Chartered Insurance Institute. Glenn has over 15 years financial services experience with a number of leading UK firms.
Does Welby & Associates hold my money?
No you will never invest capital directly through our firm. Investments are paid via cheque to the provider directly and sent with an application form. We complete this with you and post on your behalf.
What does Welby & Associates do?
Our aim is to use integrity and financial acumen so we may look after your interests as though they were our own. Financial products have greatly increased in complexity and it is our aim to simplify this on your behalf. You will find that at Welby & Associates we operate a rigorous, structured process, yet aim to make matters as straightforward as we can for our clients.
What services do you provide?
Whether it’s your own circumstances, a trust or your business, we can discuss your hopes and objectives. A list of our services and example case studies is located under what we do section of the site. We have provided these as an example of how we can help improve your circumstances.
What protection do I have to ensure your advice is correct?
As a business that has professionalism and integrity at the core of its beliefs, we are constantly striving to ensure that our customers receive only the best in terms of advice and service. With this is mind, we consider the compliance function to be an important part of our business.
Welby & Associates is an appointed representative of Sesame Ltd. Our Principal, Sesame Ltd, provides support and guidance for our firm which helps ensure our advice and services comply with current regulations and business practice guidelines. This minimises the financial risk of business transactions to our clients.
Will you liaise with my accountant & solicitor?
Our clients often see advantage in adopting a joined-up approach to their financial affairs. We agree with this and are always ready to work alongside clients’ existing professional advisers. By liaising with your legal advisers and other professionals, we can coordinate matters to ensure that a range of expertise is applied for our clients’ benefit.
What should I consider before using the services of a financial advisor?
We feel the main areas of consideration include:
- Charging Structure
- The companies they work with
- The individual relationship/trust you hold with the advisor
What hours do we work?
Business hours 9.30-17.30 Monday – Friday
*We can accommodate Evening/Saturday appointments on request*
Why are we based in the House of Vic Ryn?
Vic Ryn was created from the desire of a few individuals involved in commerce to give something back into worthwhile causes. The House of Vic-Ryn has adopted a unique business approach. Owned by a Charity Trust and run by a Board of Trustees, the aim is to generate funds and thereby give 100% of profits to charitable organisations.
How do I contact you?
All enquiries are welcome. Contact us on 02892622910 or email firstname.lastname@example.org. Alternatively feel free to call in to the office located on the 1st floor within the House of Vic Ryn.