Concept looked after my mother’s financial affairs for many years and so with confidence we undertook a full review with them. They have not disappointed and we are reassured, confident and excited about the future. Thank you!
Lindsay & Martin Hoskins

HOW CAN WE HELP YOU TO BUILD YOUR FINANCIAL FUTURE?

We are truly independent financial planners, and one of only a few firms in the UK to have achieved the British Standard 8577 Since 2012.

Our knowledge, expertise and qualifications are exceptional, but what really sets us apart is our process and fee structure. We work exclusively on a transparent and fixed fee basis, so you know before we carry out any work, what it will cost and why. We take no commission on any products we recommend so you can be certain that we will recommend only those that best meet your needs.

  • We can help you to plan for retirement
  • We can help you to build a financial plan
  • We can help you to be tax efficient
  • We can help you to protect your family
  • Whatever your needs and goals, we can work with you to build a bespoke financial plan to help you to meet them

Our Services

  • Investment Planning – Savings & Investment
  • Family Protection
  • Retirement – Wealth Accumulation
  • Retirement – Pension Income Option
  • Family Wealth Preservation
  • Inheritance Tax Planning & Trust
  • Cash Flow Modelling
  • Mortgage Planning
  • Equity Release
  • Long Term Care

Our Services in Detail

Our Team & Certifications

We have assembled a highly qualified and experienced team which prides itself on providing the highest standard of client service.

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.

Meet Our Team

Our Process & Fees

We work exclusively on a transparent and fixed fee basis, so you know before we carry out any work, what it will cost and why.

To ensure that the advice we give is precisely tailored to your needs, we have designed and developed a three stage process. Find out how this process works and how our fees are structured at each stage.

Our Process & Fees in Detail