Our People

At Courtiers

Connor joined Courtiers in March 2019 as part of the Technical Support team. In November 2020, keen to broaden his skillset Connor joined the Private Client team as a Trainee Adviser. Having since achieved his Diploma in Financial Planning to become a qualified Adviser, Connor applies his experience in Technical Support and Paraplanning in a client-facing environment, helping to guide clients towards meeting their financial goals and objectives.

Connor is currently studying to secure his Advanced Diploma in Financial Planning and become a Chartered Financial Planner, continuing to build solid relationships with clients long into the future.

Background / Experience

Prior to joining Courtiers, Connor worked in Business Development for a large IT distribution company. The role offered a great opportunity to seek out new business while nurturing existing client and vendor relationships daily. Having worked in this capacity for four years, he decided to take a sabbatical and travel the world for a few months. On returning to the UK, Connor sought out a career that would allow him to apply his knowledge and experience in a way that was more personable and specific, which ultimately led him to the financial services world and in turn to Courtiers.

Outside Work

Connor spends most of his spare time either directly or indirectly involved in Rams RFC. Whether he’s doing yoga to improve his flexibility, or training with the squad to prepare for their matches on a Saturday, his evenings are usually spent at Old Bath Road (Rams Clubhouse). During the off-season, Connor enjoys going to music festivals and travelling the world to sample the local food, wine, coffee and beer.