Who we are | Connor Broadley

A closer understanding

Founded in 2007, we are an independent business providing wealth management services for private clients and benefits consulting for companies.


were founded with two core beliefs, that professionalism in the world of financial wealth planning could be improved, and that personal service could be done better.

In line with those beliefs, we created our own in-house investment management service in 2011, providing our clients with a fully integrated wealth management proposition.

As a company we have CII corporate chartered status.

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Our People

Our people come from a variety of backgrounds and have diverse professional skills, but regardless of a person’s particular area of expertise, the one thing we all have in common is a belief in providing the best possible personal service and doing the right thing for our clients.

To find out about some of our key people, please click below.


‘When I think of Connor Broadley, I think of safety, security and professionalism, which gives me a sense of calm. I have utter confidence and trust in them, and I know they have my best interests at heart.’

Lindsay Pattison