What Our Clients Say

Concept provides us with the security that we can continue to enjoy our lifestyle.

Andrew M

These people are the most competent and trustworthy financial planners I’ve had the pleasure of dealing with.

Michael L

I love the Concept Philosophy.  I love the way you work.  You are value for money because you are ALWAYS available if I need you. You care.

Carolyn B

We have been given very good support and advice

Gwyneth & Harvey

I have been with Concept for 8 years and have found them to be a fantastic company to assist with my pension. Concept financial planning are a local small and friendly team. They are helpful, accommodating and efficient and I have been extremely impressed with how they have performed over those years and how I have been introduced to some great flexible pension options to improve my retirement plan. Thank you

Susie I

We sincerely recommend using Concept Financial Planning, a company recommended many years ago to us by Which ? Money.  Paul and Dawn bring a friendly, welcoming face and the service feels personal.

Sara G

Concept Financial Planning provides a symbiotic relationship, enabling financial growth and management to flourish.



You have listened, discussed and understood my needs in a specific way all along the process.

Darian P

I would describe our experience with Concept Financial Planning with adjectives: professional, efficient, honest, exacting, personable. What more could you ask for.

Hugh P