Liam Connor
Operations Manager
Biography
Liam is often the first person clients speak to when they need help and the last person they need to call before a matter is resolved. As Operations Manager, he is responsible for ensuring every area of the business runs smoothly, from maintaining exceptional client service standards to overseeing the day-to-day operations that keep everything on track.
With a keen eye for detail and a practical approach to problem-solving, Liam supports clients with a wide range of requirements, including investment servicing, income requests, client updates, and the many administrative and technical queries that arise throughout a financial journey. His focus is simple: deliver an efficient, accurate, and seamless experience every time.
Liam also plays a key role in the ongoing management of the firm's operational processes, regulatory administration, and reporting requirements, helping to ensure that both clients and advisers receive the highest level of support. Having been part of the Estate Capital team since 2010, Liam's extensive knowledge of the business and its clients makes him an invaluable resource. Whether he's coordinating complex client requests, improving internal processes, or quietly preventing problems before they happen, he's dedicated to making sure everything works exactly as it should, often before anyone else notices it needs attention.
In short, if Estate Capital were a well-oiled machine, Liam would be the one with the toolkit and the maintenance schedule.
Key Qualifications
- Bachelor of Science (BSc) Business Management
- Chartered Insurance Institute Diploma in Financial Planning (CII)
- Chartered Insurance Institute Certificate in Discretionary Investment Management (CII)