Our Team

Paul Richardson

Paul Richardson

Chartered Financial Planner & Executive Director

Carl Wilkinson

Carl Wilkinson

Chartered Financial Planner & Head of Financial Planning

Dawn Keeling

Dawn Keeling

Financial Planner

Hugh Austen

Hugh Austen

Accounts Manager

Fi Macdonald

Fiona Macdonald

Practice Manager

Alison Lee

Alison Lee

Administrator

James Whitehead

James Whitehead

Technical Analyst

Reuben

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.