Who are we?
Financial Planning Concepts Ltd started operations when Jerry Wellington, our registered adviser, recognised that many professionals, executives, business owners and entrepreneurs were seeking a new, more responsive type of financial service. This takes the form of an ‘Innovative Partnership’ where clients’ needs are fully understood and financial advice is bespoke.
What do we do?
Our priority is to add value to your long term goals. We achieve this by taking a personal approach to your future financial security.
The essence of how we work is to clearly identify your objectives and aspirations, and to guarantee from the very beginning of our relationship, a candid, honest and productive partnership.
This open, mutual collaboration grows with you, your family and business, developing your long term wealth creation goals — but always with a constant eye on your current needs and developments.
Our ethos is to build long lasting relationships with those who understand and appreciate the comprehensive, progressive services that we provide.
Having worked for many years with our existing clients, we know that they are time poor, but with very clear, well thought out objectives for their long term wealth creation and retirement provision.
If you have a similar approach, we are confident that you will benefit from our services and very much look forward to meeting you.
Financial Planning Concepts Ltd, 4 Walsingham Place, Truro, Cornwall, TR1 2RP
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