Connor Broadley is an independent business, specialising in financial planning and wealth management for private clients, and employee benefit consultancy for companies. With a heritage stemming from the creative services industry, many of Connor Broadley’s clients are individuals and agencies from the worlds of advertising, media, digital and design.
Connor Broadley’s approach to wealth management is unusual in that it places equal emphasis on high quality financial planning advice and in-house investment management expertise. This is because they believe that financial success requires good planning, a clear strategy, and excellent investment execution, with each informing the other.
Its employee benefit consultants advise companies, big and small, on how to devise, source, implement and maintain the right benefit programs to suit their needs, and how to communicate them effectively internally. Its approach to employee benefits focuses on three core areas of employee wellbeing - financial, physical and mental.
In short, Connor Broadley believes in personable, diligent, attentive one-to-one service and excellent communication. From this flows trust, and from trust, long-term relationships, to everyone’s benefit. An approach it believes has many parallels with the agency world.