Concept Financial Planning

Concept Financial Planning is a Chartered Financial Planning firm established in 2007, providing clients with advice on personal finances. The firm offers a service tailored to individual client needs, supported by a qualified and experienced team.
  • Equity Release
  • Family Protection
  • Mortgage Planning
  • Investment Planning
  • Retirement Planning
  • Cash Flow Modelling
  • Pension Transfer Advice
  • Long Term Care Insurance
Size
Small
Phone
01737 225 665
Website
conceptfinancialplanning.co.uk
Email
Available in Endole App
Locations
Crown Corner, 3 High St, RG45 7AD
01344202606
8:30 - 16:30
The Coach House, 1 Howard Rd, RH2 7JE
01737225665
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Myriad Financial Planning Limited
Myriad Financial Planning Limited offers comprehensive financial review and planning services to help clients achieve their financial goals.
Wessex Financial Planning
Wessex Financial Planning provides independent and impartial financial advice tailored to individual needs.
Company Details
Concept Financial Planning is operated by Concept Financial Planning Ltd and is a Active company incorporated on 15 May 2007 with the registered office located in Reigate, Surrey. Concept Financial Planning Ltd was registered 18 years ago.
Status
Active
Size
Micro
Directors
3
Age
18 years old
Employees
6
Turnover
Unreported
Total Assets
£263.28K
Cash in Bank
£106.96K
Total Liabilities
-£145.34K
Mr Paul Stuart Richardson
Director • PSC • Financial Adviser • British • Lives in UK • Born in Jul 1974
Carl James Wilkinson
Director • Head Of Financial Planning • British • Lives in UK • Born in Dec 1984
Mrs Fiona Richardson
Director • British • Lives in England • Born in Aug 1964
More information on Concept Financial Planning Ltd
Teams
All
3
Carl Wilkinson ? Chartered Financial Planner ?
Director Of Financial Planning • Joined Jul 2023
Charlie Nicholls
Head Of Mortgages And Protection • Joined May 2024
Paul Richardson FPFS
Chartered Financial Planner • Joined Jun 2007