0330 038 8940
Based in Trowbridge
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: June, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Conner and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 05 October 2026
Conner and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Conner has received 25 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Conner has received 25 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 13 July 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
6
Qualifications Uploaded
Conner has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below6 qualification certificates available to view
Conner has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Conner has not yet added their fees to their profileFees not yet added
Conner has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conner (based on 10 first impressions)100% of users who are not yet clients had a positive first experience with Conner
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conner (based on 10 first impressions)
About
I am a dedicated Financial Adviser committed to delivering personalised, long-term financial planning. I work closely with clients to understand what truly matters to them, building strategies around retirement planning, investment management, financial protection and Mortgage Advice. My advice is always clear, considered, and aligned with my clients objectives. Having previously built a successful career as a self-employed mortgage adviser, I bring a well-rounded understanding of property finance and risk management into my broader financial planning work. This allows me to provide holistic advice that connects all aspects of a client’s financial life. Clients value my straightforward approach, proactiveness, attention to detail, and commitment to building lasting relationships based on trust. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx