top of page
  • 317750_linkedin_icon

Billy-Patrick Conkie DipPFS

Financial Planner

Kolbe A™ Index Number is 7444.

Billy Patrick Conkie

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 PPE degree at the University of Stirling followed by a Msc in Supply Chain & Logistics Management. During this time Billy has held various positions of responsibility and roles in various sectors as well as participating in the wider community by organising various charty events, including driving from Glasgow to Mongolia to raise funds for Save. Latterly, Before joining Matrix Capital, Billy was working in a complaince role within the financial services sector. 


Over the last year, Billy has been working towards a career transition into financial planning and has recently completed the CII diploma in Regulated Financial Planning. He is committed to completing the level 6 Advanced diploma and working Chartered status.

He is very much looking forward to putting the theory and previous experience he has learnt into practice when he joins the team in October 2021.


In his free time, Billy enjoys exploring Shrewsbury & the surrounding areas having recently moved to the area, and enjoys meeting new people and trying the many local delicacies that Shropshire offers.

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

Award winning independent financial advice you can trust.

Fellow of The London Institute of Banking & Finance
STEP Financial Advisor Team of the year
Citywire top 100 logo


Financial Vulnerability Charter Logo
Consumer Duty Alliance logo
RQ rating logo
cyber essentials logo
bottom of page