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 they way that he ran his business and worked with his staff. That 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 their 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.
I had no idea how I would manage my future finances as I reached my 60s, and this was causing me great anxiety. The Concept team have come to my rescue and facilitated a clear financial plan for me that I believe will enable me to relax into retirement a lot more easily. Thank you.
The team at Concept have provided us with an excellent service in the financial planning for our future.
Peter & Pat Meech
We would not hesitate to recommend the team at Concept. Paul and Pascale took time to listen to our requirements and were able to recommend actions to help us achieve our goals. All the options were clearly explained and we did not feel under any pressure to adopt one course over another.
Vicki & David Spiers
We are very happy with the service we get from Concept.
Carole & Mike Taylor
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
We are delighted with the service provided by the Concept team.
Sue & Chris Spragg
Thorough and informative; well presented; positive outcomes.
Friendly and efficient service. First class!