Who we are

Our highly skilled

team is always at your service.


Glenn Welby

Email Glenn

Financial Planner - Will & Estate Planning Specialist

Aodh McGrath

Email Aodh

Mortgage & Protection Advisor

Carol Alexander

Email Carol


Catherine Trainor

Email Catherine

Chartered Financial Planner

Ciaran Rea

Email Ciaran

Operations Manager

Michelle Welby-Russell

Email Michelle

Trainee Paraplanner

Loren Dowds

Email Loren

Trainee Paraplanner

Caitlin Lyness

Email Caitlin

Office Manager

Julie Budd

Email Julie

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

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