Concept Financial Management Ltd

Independent Financial Adviser Oaklands, Littlewick Road, Knaphill, Woking, Surrey, GU21 2JU
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Pension Investment and Protection solutions . Delivering great service , wealth preservation and wealth creation ideas.
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
Meet our advisers
John Moynihan
Proprietor
What our clients say
John Moynihan has been my adviser for many years both pre an post retirement, tailoring everything to my particular needs. I am truly grateful that I have no worries with financial matters.I am anxiety free with Financial issues and have referred him to countless people
Lesley Thomas (Retired Head Teacher), Camberley
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000

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