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  11. Concept Financial Solutions Ltd

Concept Financial Solutions Ltd

Independent Financial Adviser  25A Horsendale Avenue, Nottinghamshire, Nottingham, NG16 1AQ
First meeting at adviser's own cost
Clear, Concise Advice with the best interests of you, the customer, at the core of our solutions and service proposition.
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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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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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
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Scott Davies DipFA
Independent Financial Adviser/Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Ian Harby DipFA
Independent Financial Adviser/Principal

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Richard Howarth
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Kevin Noble
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

We are experienced Independent Financial Advisers working primarily in the East Midlands area. We offer independent financial advice and recommendations after completing an in-depth Financial Fact Find and review of current circumstances, covering all aspects of Financial Planning. Our clients 'Attitude to Investment Risk' is core to our investment proposition and strategy, therefore we take great care in ensuring an understanding and agreement of the level of risk clients are prepared to take with the funds to be considered for investment to benefit themselves and their family's future.

Our services

Independent Advice and recommendations with regular servicing of clients holdings offering the opportunity of on-going support and advice.

Where to find us
Head office address: 25A Horsendale Avenue, Nuthall, Nottinghamshire, Nottingham, NG16 1AQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021

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