Our Team

Paul Richardson

Chartered Financial Planner & Managing Director

Carl Wilkinson

Chartered Financial Planner & Director

Dawn Keeling

Financial Planner

Hugh Austen

Hugh Austen

Accounts Manager

Fiona Macdonald

Practice Manager

James Whitehead

Technical Analyst

Charlotte Rose

Practice Manager - Crowthorne

Joshua Miles-Kirkham

Technical Analyst

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 Chartered status reinforces and upholds the principles we hold as a Financial Planning firm.

Please take the time to view our biographies.