Concept FS

Restricted - Whole of Market  Fearndale, Bournevale, Walsall, West Midlands, WS9 0SH
First meeting at adviser's own cost
Financial Adviser specialising in Pensions, Investments and Protection
We can advise you on
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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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Stakeholder
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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Accident & sickness
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Critical illness
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Home and leisure
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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 risk
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Connor Mason
Financial Adviser
About us

Financial Adviser specialising in Pensions, Investments and Protection

Our services

Pension transfers
New pensions
Investments
Isa's
Protection

Where to find us
Head office address: Fearndale, Bournevale, Aldridge, Walsall, West Midlands, WS9 0SH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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