Concept Financial Planning

26/02/2025

We're thrilled to share this fantastic client review for our Mortgage & Protection Adviser, Charlie!

At Concept, we pride ourselves on providing exceptional service and support to our clients. Charlie's dedication to clear communication and client care is a testament to our commitment.

If you're looking for expert mortgage advice and a supportive, stress-free experience, get in touch with Charlie today!

15/01/2025

We send a questionnaire to our clients following their annual review with Concept Financial Planning, to ensure we keep improving our service and love our clients.

An annual review acts as a ‘check in’ with clients to review we the financial plan and adapt to life changes if needed.

In this feedback form, we received ‘Yes’ answers to all of the below:

- Do you feel that your Annual Review is continuing to help you meet your objectives?

- Did you feel that the information discussed during your annual review was relevant to you current financial situation?

- Over the course of the last year do you feel that sufficient support was available from us?

- Do you receive value for money as a Concept member?

- Would you be happy to recommend us to friends and family?

Do you want to know more about our financial plans? Get in touch with us to speak with one of our Chartered Financial Planners.

[email protected]
01737 225 665

02/01/2025

🎆 𝐇𝐚𝐩𝐩𝐲 𝐍𝐞𝐰 𝐘𝐞𝐚𝐫 𝐟𝐫𝐨𝐦 𝐂𝐨𝐧𝐜𝐞𝐩𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠! 🎆

We're back in the office and ready to help you achieve your financial goals in 2025.


Whether you're looking to plan for retirement, invest for the future, or secure a mortgage, our team of expert financial planners are here to provide personalised guidance and support.


We look forward to connecting with both new and existing clients in the coming year.

Wishing you all a prosperous and successful 2025!

09/07/2024

A great day out Sellebrity Soccer at Ascot FC - a big thank you to Kevin and his team for putting in a huge effort and making the day for us
Wonderful to support the
Sebastian's Action Trust a very worthy charity go look them up
Thank you to Ascot FC and all the staff on the day ……..
A few pictures of the day
Dean Gaffney - just thanks for being a great sport !

06/03/2024

Celebrity charity football match at Ascot United FC raising funds for Sebastians Action Trust on Sunday 7th July 2024

16/05/2018

One of the key advantages of saving for your retirement through a pension scheme is the tax relief you receive on the money you contribute, usually available at your usual rate of tax. The ‘Annual Allowance’ limits the amount of contributions both you and your employer can make to your pension in a year which benefit from tax relief, and is currently set at £40,000. [ 323 more words ]

One of the key advantages of saving for your retirement through a pension scheme is the tax relief you receive on the money you contribute, usually available at your usual rate of tax. The ‘Annual Allowance’ limits the amount of contributions both you and your employer can make to your pension i...