Connor Broadley
Connor Broadley is an independent, owner-managed company based in Mayfair, specialising in wealth management for private clients, and employee benefit consultancy for corporates. Connor Broadley’s approach to wealth management is unusual in that it places equal emphasis on high quality financial planning advice and investment management expertise. This is because, in our experience, financial success requires good planning, a clear strategy, and excellent investment execution, with each informing the other. Our conviction in the importance of knowing our clients, and commitment to their individual holistic financial success, means we don’t provide investment management to others on a wholesale or third-party basis. Our team of employee benefit consultants advises companies, big and small, on how to devise, source, implement and maintain the right benefit programs for them, and communicate them effectively. As with wealth management, it is our service which defines us. Across our business, the ethos boils down to this: our clients should love us. We believe 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. Our client base is diverse, but the creative industries are well represented amongst both private individuals and corporates. This burgeoning sector, which is increasingly recognised for its contribution to the UK economy, brings a vibrancy of its own to our business.
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Verified contacts
37
available on Kipplo
LinkedIn employees
35
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
2
tools in use
Monthly traffic
27
organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- CP
Charlie Pitt
Head of Benefits Consulting · Other
EmailPhone - AT
Aleah Townsend
Head of Account Management · Customer/Client Service
EmailPhone - CF
Carrie Frank
Head of Finance · Finance & Accounting
EmailPhone - DB
Dan Benzimra
Investment Director · Finance & Accounting
EmailPhone - MG
Mark Gerrard
Marketing Director · Advertising & Marketing
EmailPhone - PB
Peter Broadley
Business Owner and Chartered Financial Planner · Finance & Accounting
EmailPhone - AM
Alexandria Marquis
Compliance Manager · Finance & Accounting
EmailPhone - DM
Dan McKissock Cfptm
Chartered Financial Planner · Finance & Accounting
EmailPhone - JL
James Linsey
Chartered Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Connor Broadley
23 distinct titles indexed · top 10 shown.
- 6chartered financial planner
- 2account manager
- 2business owner and chartered financial planner
- 2investment analyst
- 2planning associate
- 2team assistant
- 1associate consultant
- 1ceo and founder
- 1cfo chartered financial planner
- 1chief investment officer
- +13more titles
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