I have been with Concept Financial Planning since its inception, and in my dealings with the Partners of this company, I have found courtesy, discretion and commitment.
The advice and assistance given to me in the management of my financial affairs has proved to be most positive and appropriate (not to say lucrative), especially in the setting up of my latest Pension Fund.
Fn
2008
I have direct experience of Paul Richardson's professional abilities by virtue of him having personally handled my SIPP for a number of years now.
It has never failed to perform above market norms and there has never been a time when my confidence in Paul has not been high. I would freely recommend him to other prospective clients.
Dan Begley
Director
Begley Services Ltd
Scott, Just wanted to say thank you very much for taking the time to come to our home today to talk through current issues.
We both found the meeting extremely useful and you explained the separate items simply and thoroughly. It was great to get the whole picture in such a small folder and I am having so much fun shredding all of my out of date stuff!
Mr R Matthews