0330 038 8938
Based in Haddington
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FCA Regulated
Connel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Connel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Connel has not received any client reviews in the past 12 months
Connel has not received any reviews in the last 12 months
Connel has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Connel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Connel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Connel has not yet added their fees to their profile
Fees not yet added
Connel has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Connel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Connel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Connel has not received any client reviews in the past 12 months
Connel has not received any reviews in the last 12 months
Connel has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Connel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Connel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Connel has not yet added their fees to their profile
Fees not yet added
Connel has not yet added their fees to their profile
I have been a financial adviser since 2017 having previous worked in investment banking in Glasgow and London for a US based investment bank. I pride myself on building long term, trusted relationships with my clients and their families. Helping implement holistic financial plans, aimed at improving overall wealth and providing a degree of certainty for the future. Life has a tendency to throw the unexpected at us which does affect your wider financial planning and as such I’m here to help ensure if this happens your financial situation doesn't suffer. I work to find flexible and adaptable solutions that are just right for my clients. With regular review meetings I aim to help you attain your financial goals and keep on top of changing circumstances. I am passionate about getting my clients to think in more detail about what it is they really need whilst helping them understand the facts and figures and what that actually means for them. When I am not busy helping my clients you will find me rock climbing, hill walking, watching rugby and baking at home. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Connel's clients
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