Connor Broadley and CEO James Connor believe commitment to client care is more important than ever.

Core to this is a high level of personal service, with advisers encouraged to work closely with clients to meet and deliver advice. To help free up the team’s time for these meetings, the firm is embracing technology.

It has automated some of its processes through Microsoft SQL Server, which significantly speeds up the process of offering advice by automatically producing all monthly client presentations. Connor Broadley has also developed an app that provides clients with access to their accounts throughout the day, and soundproofed certain workspaces in the office to accommodate the increase in video calls post-pandemic.

After a three-year hiatus, the firm relaunched its summer work experience programme for 16- to 18-year-olds. Initially planned to run only in July, the firm hosted a second programme in August due to high demand.  

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