Meeting the people at Concept was so reassuring, and Paul and Pascale were able to bring clarity and understanding to my financial situation. I will definitely keep them on my case as I near retirement.
Concept Financial Planning is a great company to deal with. The whole office team was friendly and professional. Paul & Pascale took time to listen to me and their explanations really helped me to understand and take control of my financial future.
The Concept Team have removed a lot of the anxieties of retirement and guided our finances to achieve more than we expected, and has established a forward plan to continue enjoying retirement to the full.
All the staff were very friendly and helpful as always. The various options available to us were explained in simple understandable terms and we now have a sound action plan for the coming year.
Richard & Sarah J
The Concept team offer a highly personal and reassuring aproach to financial planning. Their tailor-made plan has given me great confidence for the years ahead.
John Robert Wallis
A massive thanks to you both, if we hadn’t come to see you a year ago we would not have thought it possible to be able to do this.
Maria and Nigel Bird
I’ve really enjoyed working with the very professional team at Concept. Everything went smoothly, was clearly explained, and I got exactly what I wanted.
Concept have been great. Not only in the service they have provided so far, setting up my financial planning, but also in their level of communication throughout.
Thank you Paul and Pascale for your help and understanding in planning my financial future. Your knowledge, enthusiasm and support are very reassuring.
From start to finish an easy to follow process, professionally executed! Keep doing it as you are!
Prompted by a change imposed by our pension provider which we did not feel was being adequately addressed by our previous IFA. We met with Paul and Pascale and had our eyed opened to the opportunities available to us; as well as being friendly, efficient, and patient. They explain things in plain English
Paul & Pascale took time to understand our objectives, analysed our situation and provided a clear plan for the years ahead. Too often ‘advice’ turns out to mean ‘you should buy this from us’, but with Concept there was no conflict of interest between financial plans and financial products.
Matt & Lindsay Twist
Just wanted to say thank you for all your help, kindness and hard work sorting out everything for me since I lost John. It is very much appreciated. Many thanks.
Concept untied all the knots in my retirement planning. They were able to guide me through the options available so that I now have a more secure future in place.
Clear, friendly advice on investment. The only IFA I have felt confident about. Partly due to their meeting the requirements of BS8577 : 2012
A very personal, approachable attitude whilst giving thorough and considered advice.
My early retirement options were looking a bit bleak until I remembered that Concept Financial Planning had looked after a colleague of mine, and they came up trumps for me too. Highly recommended.
We sought the advice of Concept for retirement planning and the service has been first class.
David & Tricia Blackwood
Made clear the situation and also did not hide behind the possibility of government future changes.
Thank you for your professional service in dealing with me in setting up my annuity. Your explanations were very clear in helping me to understand my financial position in retirement.
My confidence levels have increased regarding all aspects of financial planning – this is due to the time spent explaining the facts and methodology to me.
Clive Bonnett MBE
Clear explanations given in laymen terms! Could not have fought my way through red tape myself. Patient listening and wise advice.
We have benefitted in having a very good planner who has put in place a structured plan that will help us with what we quire in our retirement. This would not have been possible had we tried ourselves.
Kevin & Janet Lear
If we hadn’t spoken to you, we wouldn’t have streamlined our investments, gained clarity on what we want in retirement and a clear plan on how we get there!
T & K Abbott
Thank you for your patient assistance in putting these arrangements in place. Sue and I will be sure to suggest Concept Financial Planning to others, as opportunity arises.
C & S Spragg
We have benefited from your expert advice and patient friendly nature. You explained everything to us in detail so we truly understood what you recommended for our needs and dealing with our queries.
Peter and Linda Goldsmith
I had not looked at my pension or ISA holdings for several years and realised there had been little to no growth over this period. Having sought advice from Paul, he clearly advised my options and tailored a portfolio to suit my needs. From there the support staff were first class and actioned the relevant action accordingly.
Good to see you all last Thursday – Thank you for the advice Paul ! Going to have fun doing it!
We have benefited from using Concept Financial Planning for our financial planning needs in the following ways:
- Unbiased explanation of what would be good for us
- You make people feel you are interested in them
- We didn’t feel as if we were just there to write a cheque
Concept have been patient, professional and gave me confidence that they helped me in making the right choices for my retirement.
Very helpful with regard to our financial affairs offering excellent advice.