Financial Planning Concepts

Independent Financial Adviser  Financial Planning Concepts Ltd, Truro, TR1 2RP
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FCA authorised
Last authorised 6th December 2021
Pensions advice from an Independent Financial Adviser who is an expert in the field
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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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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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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Critical illness
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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
Meet our advisers
MR Jerry Wellington
Managing Director
About us

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 services

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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Financial Planning Concepts Ltd, 4 Walsingham Place, Truro, TR1 2RP

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