What we do

Frequently Asked Questions

Can Welby work with my accountants and solicitors?

Welby are happy to work alongside clients' existing legal and professional advisors to facilitate and optimised approach.

Does Welby 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 form with you and post on your behalf.

Welby are Chartered Financial Planners

The corporate chartered mark means we are fully committed to professional standards and ethical practices that we are proud to uphold. We invest in developing our staff expertise to deliver the highest standard of care for our clients.

What are your fees?

Your initial consultation is always free, no fees or charges are applied. We like to get to know you at this meeting. There is an opportunity, however, to support others by making a donation to our chosen charity. Our fees will be discussed with you at the initial meeting and clearly set out in a letter of engagement if you decide to become a client. The level of fee varies depending on which service we are providing for you. Welby are totally transparent with fees and fair in our charging structure.

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

What protection do I have to ensure your advice is correct?

Compliance is an integral part of the business and Welby strict to deliver an exceptional service for our clients ensuring our advice complies with current regulations and business practice guidelines. We are directly authorised and regulated by the Financial Conduct Authority (FCA) and are listed on the Financial Conduct Authority register.

What services do Welby provide?

Welby provide genuine financial advice that is supported by an experienced team. We build relationships with our clients to effectively advise and manage individual plans. Many financial products are very complex and it is our job to simplify and make finance as clear as possible for our clients, be it a personal account, business or trust. We work on your behalf to ensure you benefit from the right choices.

What should I consider before using the services of a financial advisor?

Take the time to check the following before appointing any financial service provider. Professional Experience, Qualifications and certifications, Charging structure, Associations or affiliations, Independent or restricted status. Please feel free to ask any questions at any time about the Welby company profile.

Can Welby work with my accountants and solicitors?

Welby are happy to work alongside clients' existing legal and professional advisors to facilitate and optimised approach.

Does Welby 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 form with you and post on your behalf.

Welby are Chartered Financial Planners

The corporate chartered mark means we are fully committed to professional standards and ethical practices that we are proud to uphold. We invest in developing our staff expertise to deliver the highest standard of care for our clients.

What are your fees?

Your initial consultation is always free, no fees or charges are applied. We like to get to know you at this meeting. There is an opportunity, however, to support others by making a donation to our chosen charity. Our fees will be discussed with you at the initial meeting and clearly set out in a letter of engagement if you decide to become a client. The level of fee varies depending on which service we are providing for you. Welby are totally transparent with fees and fair in our charging structure.

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

What protection do I have to ensure your advice is correct?

Compliance is an integral part of the business and Welby strict to deliver an exceptional service for our clients ensuring our advice complies with current regulations and business practice guidelines. We are directly authorised and regulated by the Financial Conduct Authority (FCA) and are listed on the Financial Conduct Authority register.

What services do Welby provide?

Welby provide genuine financial advice that is supported by an experienced team. We build relationships with our clients to effectively advise and manage individual plans. Many financial products are very complex and it is our job to simplify and make finance as clear as possible for our clients, be it a personal account, business or trust. We work on your behalf to ensure you benefit from the right choices.

What should I consider before using the services of a financial advisor?

Take the time to check the following before appointing any financial service provider. Professional Experience, Qualifications and certifications, Charging structure, Associations or affiliations, Independent or restricted status. Please feel free to ask any questions at any time about the Welby company profile.

More Questions?

Get in touch

Please don’t hesitate to get in touch with us if you have any queries.

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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