Financial advice designed to reflect your needs.

At Welby, we offer a structured process that makes
matters straight forward and clear for our clients.

Get in touch

We offer a free
initial consultation

Our team of independent financial advisors 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.

Get in touch

How we work for you

Effective financial planning is a process.

At Welby, we offer a structured process with several stages designed to ensure that the end advice fully reflects the needs of the client. Our aim is to make matters as straightforward as we can.

Read more about what we offer
  1. 01Exploring your
    financial needs
  2. 02Assessing your
  3. 03Market research
  4. 04Creating your
    financial plan
  5. 05Presenting our
  6. 06Implementation

Who we are

Clients can be assured of unbiased financial advice

Welby was founded by Glenn Welby, a Chartered Financial Planner who wanted to provide a welcoming and trustworthy business for clients where they can be assured of unbiased financial advice.

Read more about us

OurĀ highly skilled

team is always at your service.

With over 40 years of experience between us, our team of independent financial advisors are here to simplify the financial planning process.

Meet the team

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

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

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