Concept Financial Planning Ltd

www.conceptfp.com

Working with Concept Financial Planning As independent financial planners we focus on two things: Our Clients and Our Advice. Our business is not based upon the continual push of financial products but on offering advice tailored to the needs of each and every individual, business and trust. Our aim is to simplify the complex issues our clients face, so that they can make informed decisions and plan for the future with confidence. Ultimately we seek to deliver “financial freedom”; the ability to stop doing the things you dislike and start doing the things you do like. In practical terms this involves maximising your resources, minimising your tax liability and protecting against risk. Techinical ability coupled with the highest level of client service. The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the international standard of best practice we have taken on the rigorous process of assessment against BS 8577:2012 and BS ISO 22222:2005 for financial planning

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Working with Concept Financial Planning As independent financial planners we focus on two things: Our Clients and Our Advice. Our business is not based upon the continual push of financial products but on offering advice tailored to the needs of each and every individual, business and trust. Our aim is to simplify the complex issues our clients face, so that they can make informed decisions and plan for the future with confidence. Ultimately we seek to deliver “financial freedom”; the ability to stop doing the things you dislike and start doing the things you do like. In practical terms this involves maximising your resources, minimising your tax liability and protecting against risk. Techinical ability coupled with the highest level of client service. The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the international standard of best practice we have taken on the rigorous process of assessment against BS 8577:2012 and BS ISO 22222:2005 for financial planning

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City (Headquarters)

Reigate

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Employees

1-10

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Founded

2007

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Chartered Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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