Conor Webley
DipPFS Cert CII(MP)
Conor Webley Financial Planning strive to put you at the centre of everything we do. The Practice adopt a holistic approach to Financial Planning specialising in Retirement Planning, Investment Planning and also Mortgage and Protection planning to create clarity, confidence and certainty around your finances. Understanding that no two financial plans are the same and strive to build meaningful relationships with clients over the long term, helping you navigate through life and your financial journey, whether that be just starting out or phasing into Retirement.
Your home may be repossessed if you do not keep up repayments on your mortgage.
About
My professional approach to managing our clients' finances is centralised around core values of trust, transparency and integrity. In a complex and ever changing environment it is important to have a personalised financial plan that not only works for today, but tomorrow. My mission is to help you look differently at your Financial Planning by embarking on a journey of regular reviews, cashflow modelling and reputable advice.
Throughout my working career I have successfully built and managed strong client relations and always had an eye for detail. My professional authority and expertise is recognised through a Diploma in Regulated Financial Planning, a Member of the society of Mortgage Professionals and Financial Education Certification.
I am based in a small quiet village outside of Malmesbury where being a part of the local community is something that I am extremely passionate about. In my spare time I enjoy playing golf, being a part of the Amateur Boxing association and keeping up to date with current global financial affairs and markets.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 30/01/2025
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
