You have listened, discussed and understood my needs in a specific way all along the process.
I would describe our experience with Concept Financial Planning with adjectives: professional, efficient, honest, exacting, personable. What more could you ask for.
Carl and the team have provided me with a financial plan that I feel confident with. Their guidance and explanation throughout the process was exemplary.
We spent ages searching for transparent professional financial guidance. Since finding the Concept team we now feel we can relax and enjoy retirement.
Tony & Ruth
Thanks for the advice and guidance the Concept Team has provided over the last 4 years on my pension management. Greatly appreciated.
As a first time investor, I have found this experience relatively stress-free and easy thanks to the kind and well informed advisors.
Paul and Carl have been fantastic in ensuring that I can understand exactly what my finances look like and how best to make them work for my needs.
Clear advice based on facts and data. Confident that Concept have been thorough and have my best interests at the forefront at all times.
The advisors were extremely knowledgeable and professional, no query was too much trouble, especially with Carl and it was money well spent.
Having know Paul in a professional business capacity, I was so impressed by the way that he ran his business and worked with his staff, so when it was time to consider getting my financial affairs in order to be ready to retire in the near future I did not hesitate to pick Concept. It has certainly proved to be the right decision. Working with Paul and his team has been a pleasure and they are always there when needed. Even in these difficult times I am sure we have the correct plan to deal with the moving market. I find their client portal an added bonus. Being able get an instant valuation and see my documents or send or receive secure messages 24/7 is amazing.
The team at Concept have provided us with an excellent service in the financial planning for our future.
Peter & Pat Meech