Conor has come to Vision with 15 years experience in the industry, with the last 10 at HSBC. After a successful career as a top-performing adviser he progressed through various management roles to Regional level covering London, South and East of England. Conor completed his time with HSBC at the head office working as a propositional development and wealth management strategy.
Conor brings to Vision a unique blend of experience having been both a successful and empowering leader whilst also a highly qualified and experienced Chartered Financial Planner and a Fellow of the Personal Finance Society. This shows his commitment to obtaining and maintaining the depth of knowledge required to provide high quality financial solutions in all aspects of his client’s financial planning needs. He is passionate about placing the client at the heart of the advice journey, ensuring that the clients receive bespoke high quality advice and understand the options that are available to them to achieve their long-term goals. His experience covers all aspects of personal and commercial financial planning.
Conor chose to join Vision as it enables him to continue in a leadership capacity whilst also acting as a truly independent financial planner to provide the right service to his clients.
Outside of work, Conor is married to Michelle. They have two young children, which seem to dominate most of their time. Connor is an active reader, has a love of sport (although participation is limited these days) and dabbles with a little photography
Conor lives in the Midlands and would be delighted to have the opportunity to talk through your personal situation.
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‘ We handed Conor a huge pile of paperwork! He sorted through it alll and made snese of it all and we are very satisfied with his advice patience and continued support.’