WHAT WE DO

Advice designed to reflect your needs

We provide flexible solutions to meet changing financial needs as the years pass. Many things throughout life can have a significant impact on financial needs and future plans. Welby are there to support your plans.

At Welby, we offer a structured process with the aim of making matters as straightforward as we can for our clients.

01
talking

Exploring your financial needs

Getting to know you is a crucial step in our process. Welby advisors take the time to understand your goals and what you would like to put in place for the future.

The feedback and comments you provide about yourself, your family and your lifestyle will form the basis for our recommendations.

02
magnifying-glass

Assessing your situation

We now assess all the aspects of your financial life alongside your attitude to investment risk. We aim to identify a level of risk that matches your ambition and objectives. Importantly, we also take into account your financial planning needs for future life stages.

03
laptop

Market Research

As required by the Financial Conduct Authority, Welby keep up to date with market innovation.

As independent advisors, we research and review all relevant financial products with your specific needs in mind. We can then focus more closely on the products that will potentially form part of your financial plan.

04
graph

Creating your financial plan

At this stage we develop an individually tailored financial strategy. This includes a series of recommendations that represent our professional opinion on how best to achieve the goals we established with you.

We aim to ensure that your financial plan reflects both your attitude to risk and your need for security, whilst also taking suitable opportunities to invest your assets tax efficiently.

05
phone

Presenting our recommendations

To ensure that you understand the process clearly we fully explain the thinking behind the recommendations.

Your plan will also include an implementation report, which we also explain. Welby will identify any required referral to other professional connections at this point to aid coordination.

06
target

Implementation

This is a good time to recap and outline how long we expect the implementation process to take.

Following your final go ahead, we organise the necessary paperwork, including any trust documentation or transfer of assets involved in your agreed plan. We keep you informed of progress along the way.

01
talking

Exploring your financial needs

Getting to know you is a crucial step in our process. Welby advisors take the time to understand your goals and what you would like to put in place for the future.

The feedback and comments you provide about yourself, your family and your lifestyle will form the basis for our recommendations.

02
magnifying-glass

Assessing your situation

We now assess all the aspects of your financial life alongside your attitude to investment risk. We aim to identify a level of risk that matches your ambition and objectives. Importantly, we also take into account your financial planning needs for future life stages.

03
laptop

Market Research

As required by the Financial Conduct Authority, Welby keep up to date with market innovation.

As independent advisors, we research and review all relevant financial products with your specific needs in mind. We can then focus more closely on the products that will potentially form part of your financial plan.

04
graph

Creating your financial plan

At this stage we develop an individually tailored financial strategy. This includes a series of recommendations that represent our professional opinion on how best to achieve the goals we established with you.

We aim to ensure that your financial plan reflects both your attitude to risk and your need for security, whilst also taking suitable opportunities to invest your assets tax efficiently.

05
phone

Presenting our recommendations

To ensure that you understand the process clearly we fully explain the thinking behind the recommendations.

Your plan will also include an implementation report, which we also explain. Welby will identify any required referral to other professional connections at this point to aid coordination.

06
target

Implementation

This is a good time to recap and outline how long we expect the implementation process to take.

Following your final go ahead, we organise the necessary paperwork, including any trust documentation or transfer of assets involved in your agreed plan. We keep you informed of progress along the way.

SOLUTIONS

Flexibility for all of your life stages

We provide flexible solutions to meet changing financial needs as the years pass. Many things throughout life can have a significant impact on financial needs and future plans. Welby can follow your circumstances as your life journey changes. If you need advice or just want to prepare, Welby are there to support your plans.

SOLUTIONS

Want to know more about what we offer?

Check out our frequently asked questions or our downloadable brochures to get more information on the services we offer.

Mortgages

We offer independent mortgage advice

We provide expert independent mortgage advice and source the right mortgage for your circumstances, whether you are buying your first home, moving home, remortgaging or purchasing a buy to let property.

With our help and guidance we aim to minimise complexity and make the whole mortgage process as clear as possible.

* Your home may be repossessed if you do not keep up repayment on your mortgage.

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

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