Glenn Welby

Glenn Welby

Welby Associates

Minimum savings/pensions: Any amount

0330 038 8938
Based in Lisburn
View location

Verified since: December, 2017

5 out of 5

26 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 March 2025

    Glenn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Glenn has not received any reviews in the last 12 months

    Glenn has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 13 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Glenn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Glenn has not yet added their fees to their profile

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Glenn

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Glenn (based on 7 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 March 2025

    Glenn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Glenn has not received any reviews in the last 12 months

    Glenn has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 13 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Glenn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Glenn has not yet added their fees to their profile

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Glenn

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Glenn (based on 7 first impressions)

Welby Associates Welby Management vision is to create a place where our clients feel listened to and are able to have access to expert, trustworthy financial advice. Financial products can be complex, navigating through the increasing choice within the market confusing. At Welby, through our knowledge and expertise, we make the choice simple. With us, you will get a dedicated team who will compare and select the right products on your behalf. And we do this based on a realistic view of your actual circumstances. We will give you the opportunity to ask questions, discuss your ideas, hopes and goals and get the support you need to make those important financial decisions. The vision to see a dedicated, trustworthy service that we started with is being fulfilled with many satisfied Welby clients. We keep in touch and believe that valuable support means being accessible to you beyond the immediate need. You can get talk to us at any time if there is a change in your personal circumstances.

Offers available through VouchedFor

Contact Glenn through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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 Glenn's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Adviser Disclaimer

Welby & Associates 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. Registered office, The House of Vic Ryn, Moira Road, Lisburn, BT28 2RF. Tel No 02892 622910, Fax No 02892 528635.