Paul Richardson
Chartered Financial Planner & Executive Director
Carl Wilkinson
Chartered Financial Planner & Head of Financial Planning
Dawn Keeling
Financial Planner
Hugh Austen
Accounts Manager
Fiona Macdonald
Practice Manager
Alison Lee
Administrator
James Whitehead
Technical Analyst
Reuben
Top Dog 2006 – 2021
Concept Financial Planning was established in 2007 with a focused and objective goal to provide a first class service offering clients adept advice on personal finances. Providing this first class financial planning service requires a multitude of skills and since our establishment we have assembled a highly qualified and experienced team which prides itself on providing the highest standard of client service.
We adopt a team approach for the delivery of our service which not only provides continuity of service, but means that we each work to our individual yet highly varied strengths. Our business ethos and vision is one that emphasises the personable element of financial planning, accentuating a bespoke service personalised to each individual, employing a combined yet consolidated approach. Our BS 8577 certification along with our chartered status reinforces and upholds the principles we hold as a Financial Planning firm.
Please take the time to view our biographies.
