Burfields House Wealth Management Ltd
Principal Partner Practice of St. James's Place Wealth Management
Connor joined the St. James’s Place Academy in September 2017, where he achieved his Diploma in Financial Planning and is currently working towards Chartered Financial Planner status. He plans to become a Fellow of the Chartered Insurance Institute, in the near future.
Prior to joining St. James's Place, Connor enjoyed a career in professional football playing for Gillingham, Leyton Orient, Crawley & Luton, to name a few teams. At the age of 25, he decided to make a change and prioritise his career away from the football pitch whilst continuing to play football at a semi-professional level.
Connor's career as a professional athlete has given him a range of skills and personal values which are now equally relevant to his role as a financial planner. These include the critical value and importance of trusted relationships, honesty and integrity. His work ethic and absolute commitment are qualities that now influence and underpin everything he does.
Connor's emphasis is on building and maintaining long-term relationships with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years. He offers a bespoke and high-level personal service, taking time to understand people's needs and future aspirations before offering advice. It is about understanding your needs and concerns and working together over the lifetime of our partnership to find solutions.
Since November 2018, Connor has worked with Professional Player magazine, visiting football clubs up and down the country, taking part in workshops and offering valuable financial planning advice to the players: "My role is to work with the players to ensure they make the most of their time restricted career whilst being comfortable knowing there is a future beyond the football pitch."
See Connor’s latest View from the Pitch newsletter: January 2020
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.
Burfields House Wealth Management Ltd is registered in England and Wales, Number 11011315. Registered Office: Burfields House, The Plain, Goudhurst, Kent, TN17 1AE, England.