The backbone of Concept Financial Planning is a professional and highly qualified team whose sole objective is to deliver financial planning services to you.
This objective reaches far beyond just selling you financial products. It’s about providing a specified service to you in a systematic, efficient, passionate and friendly way.
We all have financial ideas. Our job is to develop those ideas and bring them to life through careful planning and informed choices. You can expect to become financially well organised, with better control of your budgets and cash flow. You can expect to pay less tax, and to have an investment portfolio structured to achieve your aims.
We tailor our impartial services for individuals and corporate clients. You can choose how much input you want from us. The typical stages in the process are:
- The Planning service for new clients explores and develops your ideas, deals with obstacles, and develops policies and strategies for your financial resources to achieve these goals.
- The Implementation stage handles all the setting up and administration of your investments. We have efficient systems and processes to ensure that everything is done in a timely manner, especially when dealing with third parties.
- The Review, Advice and Administration Scheme includes an ongoing annual review and may also include interim reviews at various life stages. It includes the monitoring of portfolios and preparation of recommendations for changes if required, access to us at meetings or by phone or e-mail and liaison with your other professional advisors. This is very much a proactive scheme.
