Welcome to Welby & Associates Chartered Financial Planners with over 15 years experience in financial services. Our aim is to treat your interests as though they were our own. Welby & Associates will provide you access to advice on safeguarding and investing your money for that important, specific goal - and insights to arrangements that could help you save money, by making your savings and investments as tax efficient in the process.
Retirement planning involves thinking about your plans for the future now - that means investing your money with the aim of maximising its value for when you retire. Although the Government will provide everyone who qualifies with a small state pension, it's important to invest as much money as you can into a retirement fund while you're working if you want to ensure you can enjoy a comfortable retirement.
Retirement planning involves thinking about your plans for the future now - that means investing your money with the aim of maximising its value for when you retire. Although the Government will provide everyone who qualifies with a small state pension, it's important to invest as much money as you can into a retirement fund while you're working if you want to ensure you can enjoy a comfortable retirement.
Services
We were born from the desire to establish a trustworthy environment where you, our client, can obtain access to Financial Advice. Welby & Associates is driven by the vision that we can create a Financial Centre within the House of Vic Ryn. Financial products have greatly increased in complexity and it is our aim to simplify this on your behalf.
The proprietor of Welby & Associates and winner of Sesame UK Financial Advisor of the Year 2013/2014. Glenn has 15 years experience within global financial services companies. He is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and member of the Society of Trusts and Estate Practitioners.
Everyone's financial needs change as the years pass. At Welby & Associates we provide flexible solutions that can be adjusted as your life moves on to its next stage. The financial lifestages section below points to the key events that may characterise the age ranges of our personal clients and their families and have a significant impact on current financial needs and future plans.
Effective financial planning for individuals or entities is a process that has several stages designed to ensure that the resultant advice fully reflects the needs of the client. You will find that at Welby & Associates we operate a rigorous, structured process, yet aim to make matters as straightforward as we can for our clients.
We understand that genuine professionalism has never been so valued - or so necessary. Chartered Financial Planner remain the "gold standard" of excellence and integrity within the profession. Chartered status is only awarded after rigorous assessment of professionalism and capability and only about 10% of Personal Finance Society members qualify, so we believe it places us among the leading providers of financial advice in Northern Ireland.
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Gillian Bustard
Jul 30, 2021
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