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 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 team are highly qualified and our planners have achieved Certified Financial Planner status. In addition, the 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 and British Standard of best practice and best advice, we have taken on the rigorous process of assessment against BS 8577 and ISO 22222. 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

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

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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.