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Billy-Patrick Conkie DipPFS

Financial Planner

Kolbe A™ Index Number is 7444.

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Perfect Saturday Afternoon:

A morning walk around the Hencote field, watching or playing rugby then a Chinese takeaway with family.

Personal Motto:  “Make the most of the present.”

Billy has spent the majority of his career thus far working in finance, following the completion of a Philosophy, Politics, and Economics degree, as well as a Master’s in Supply Chain & Logistics Management.

 

During this time, Billy has held various positions of responsibility in different sectors, while also participating in the wider community by organizing charity events, including driving from Glasgow to Mongolia to raise funds for Save the Children. Prior to joining Matrix Capital, Billy worked in a compliance role within the financial services sector.

 

He is a qualified financial planner and is committed to completing the Level 6 Advanced Diploma and achieving Chartered status. 

 

Billy works with many of our clients, including business owners, families, and clients with sudden wealth. 

 

In his free time, Billy enjoys exploring Shrewsbury and the surrounding areas, having recently moved to the region. He enjoys meeting new people and trying the many local delicacies that Shropshire has to offer. 

 

His Unique Ability® is that he achieves results in complex situations by stripping the issue back and finding innovative solutions to each problem. 

Award winning independent financial advice you can trust.

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Accreditations

Financial Vulnerability Charter Logo
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Matrix Capital Limited
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

Tel: 01746 712 900
Email: info@matrixcapital.co.uk


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Regulatory statement

 

Matrix Capital Limited, Little Hudwick, Monkhopton, Shropshire, WV16 6TG is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate cashflow modelling, taxation, estate planning and trust advice. Matrix Capital Limited uses reasonable care to make sure that the information and material appearing on this website is accurate and up-to-date. The information and material on all of the pages of this website is provided as a general description of Matrix Capital Ltd and the services it offers. The information and material contained herein is not intended to and neither does it create any business, contractual or employment relationship and neither is it supplied for any other purpose not explicitly stated. Matrix Capital Ltd is registered in England and Wales (Company No 5278782). Registered address is as above.The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. We are entered on the FCA Register No 430282 at www.fca.gov.uk/register/home.do

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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