Working with Concept Financial Planning
As independent financial planners we focus on two things: Our Clients and Our Advice. Our business is not based upon the continual push of financial products but on offering advice tailored to the needs of each and every individual, business and trust.
Our aim is to simplify the complex issues our clients face, so that they can make informed decisions and plan for the future with confidence. Ultimately we seek to deliver “financial freedom”; the ability to stop doing the things you dislike and start doing the things you do like. In practical terms this involves maximising your resources, minimising your tax liability and protecting against risk.
Technical ability coupled with the highest level of client service.
Concept Financial Planning was ‘born’ in 2007 and now boasts a professional, highly qualified and talented team whose sole objective is to deliver to our clients the highest quality professional financial planning services.
Our advisers have achieved either Chartered or Certified Financial Planner status and our support team has many years of experience in financial services and a real passion for delivering a service proposition that we are very proud of. We have invested heavily in technology to enable us to deliver a consistent client experience and allow us to spend more time with our clients and less time on routine administrative tasks. Our clients are at the heart of our proposition and whilst our clients are diverse, they all have one common trait, they are serious about their financial future.
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 standard of best practice we have taken on the rigorous process of assessment against ISO 22222.
