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  11. Concept Financial Management Ltd

Concept Financial Management Ltd

Independent Financial Adviser  Oaklands, Woking, Surrey, GU21 2JU
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FCA authorised
Last authorised 8th March 2021
Pension Investment and Protection solutions . Delivering great service , wealth preservation and wealth creation ideas.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
Meet our advisers
MR John Moynihan
Proprietor
About us

Full Financial Advice service in Knaphill , Woking and surrounding areas . Known for quality of Service and delivery of strategy. The adviser client relationship is key to establishing trust over time..Wealth Preservation is more important than creation.

Our services

Dedicated to providing the best pensions and Investment advice in Woking and surrounding area. Thirty years is a testament to the fact that we deliver strategies that are tried and tested and client retention is unrivalled.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Oaklands, Littlewick Road, Knaphill, Woking, Surrey, GU21 2JU

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