At Connor Broadley we build close, long-term relationships with our clients. By genuinely understanding you, your needs, and your ambitions, we can maximise the value of our independent, integrated wealth planning and investment management service on your behalf.
Leaving you to focus on what's important to you and your future.
Our approach to wealth management is unusual in that it places equal emphasis on high quality wealth planning advice and investment management expertise.
This is because, in our experience, financial success requires good planning, a clear strategy and excellent investment execution, with each needing to inform the other.
For most, financial security is a lifelong endeavour, but it isn’t just about what you earn. To be confident of meeting your goals, you need a strategy. This is what our wealth planning service provides.
Our team provide a full discretionary investment management service as well as access to other investing solutions and opportunities.
An opportunity for all our clients to invest in a solution that takes into account environmental, social and corporate governance factors.