Conrad Balatoni
My focus is on providing bespoke face to face wealth management advice to private and corporate clients in and around Edinburgh. My aim is to work with my clients to help them achieve their needs and objectives.
About
Before Conrad turned to Financial Services he was a professional footballer and throughout his career featured for a number of clubs across both Scotland's Premier League and Championship.
While playing football he won the 1st division Championship with Partick Thistle and a number of personal accolades to show that hard work has it rewards.
After 12 years of playing he decided to step away from full time football and embark on a new career where the skills he learnt in a sporting environment could be maximised to help to build a business based on long lasting relationships.
He has developed a number of skills throughout his career that he believes enable him to build long term relationships and make his clients feel very at ease as they work together to meet their financial goals and aspirations.
Conrad Balatoni Wealth Management was founded in 2019 after Conrad completed the career change programme offered by St. James's Place through their Academy programme.
Living in Edinburgh, Conrad is happy to meet all clients from different areas of Scotland/England as he looks to build long lasting relationships.
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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 03/10/2024
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.
