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.
Technical ability coupled with the highest level of client service.
Concept Financial Planning was ‘born’ in 2007 and now boasts a professional, highly qualified and talented team whose sole objective is to deliver to our clients the highest quality professional financial planning services.
Our team are highly qualified and our planners have achieved Certified Financial Planner status. In addition, the team has many years of experience in financial services and a real passion for delivering a service proposition that we are very proud of. We have invested heavily in technology to enable us to deliver a consistent client experience and allow us to spend more time with our clients and less time on routine administrative tasks. Our clients are at the heart of our proposition and whilst our clients are diverse, they all have one common trait, they are serious about their financial future.
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 ISO 22222.
"It was our pleasure to award Paul Richardson of Concept Financial Planning with his ISO 22222 certificate. With his forward thinking and best practice procedures and processes he fully deserves the recognition that this international standard brings.
Paul was the first planner assessed by Standards International who met and exceeded the requirements for ISO 22222. Their assessor was so impressed with Concept's procedures and processes that she said that Paul had exceeded the ISO 22222 benchmark.
Concept Financial Planning will be ideally placed to meet the new British Standard for firms which is scheduled for launch in 2012."
