Working with Concept Financial Planning

As independent financial planners we believe in the value of personalised financial planning, backed by tactical and tailored financial advice. We achieve this by focusing unconditionally on you as our client and by delivering an outstanding journey and experience for you and all those that matter most.

Financial Freedom; the ability to stop doing the things you dislike and start doing the things you do like.

We continually strive to simplify the complex issues you and our clients face, so that you can make informed and educated decisions and help plan the future with confidence.

The highest level of client service, coupled with technical ability, backed by market leading technical experience

We are proud of our professional, highly qualified and experienced team whose primary objective is to deliver the best financial planning to you.

We have all of the technology to deliver you a consistent client experience and allow us to spend more time with our clients and less time on routine administrative tasks. You, as a client are at the heart of our business and whilst our clients are diverse, they all have one common trait, they are serious about their financial future.

When we say we are independent, we mean we are independent, so the service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the International and British Standard of best practice and best advice, we undertake the rigorous process of assessment against BS 8577 and ISO 22222 on an annual basis.

BS 8577 is the only professional quality standard within Financial Services to focus solely on the following key areas of business practice:

  • Operational management
  • Objectives and policies
  • Management responsibility
  • Customer relationship management
  • Recruitment, training, development and on-going competence
  • Control of documents and records

ISO 22222 focuses on the six core steps of the financial planning process and provides a framework that applies to;

  • Ethical behaviour
  • Competencies
  • Experience
  • Continual Improvement

This should give you the confidence that you and your future are in the safest possible hands.

We have had the privilege to work with Paul and his team for a number of years and his passion for his profession and for his clients is simply second to none.

Always committed and energised to go that extra mile in everything that he does is was our absolute pleasure to support him as yet again he raised the bar that little bit higher. Achieving both the BS 8577 and ISO 22222 is such a accolade.

Well done to Paul and the team, we look forward to many more successful years working together

Michelle Hoskin
Business Development Director, Standards International Ltd

Subscribe to our Quarterly Newsletter

* indicates required

Latest Video Guides

Planning for Inheritance Tax Changes to Pensions

See more financial guides →

ask us a question

T: 01737 225 665

Please Note

This website is designed to provide you with general information only and does not attempt to give you advice on any particular area or to recommend any particular product to you.

The information in this web site is targeted at UK consumers.