Financial Planning Concepts
Balancing your life and assets
Executives & Professionals
We understand that you are doing really well in your professional life right now, but do you understand what steps need to be taken to ensure that you can continue to flourish when you choose that you no longer wish to work?
Are you asking yourself how best to balance your life and assets to live your best life, both now and into the future?
Our ideal professional client wants to know the best way to manage their financial affairs to aim to enjoy financial freedom, peace of mind and certainty now and in the future. They want to feel safe.
Would you benefit from knowing how to maximise your business to provide you and your family with financial independence?
Are you keen to find out what we can do to save you time and get you good financial results?
Our ideal business owner client wants to know the best way to manage their financial affairs to balance their life and assets. They aim to enjoy financial freedom, peace of mind and certainty both now and in the future.
Are you asking yourself how best to balance your life and assets so you can live your best life in retirement?
Are you keen to understand how you can best maximise your family wealth to ensure financial independence for you and the next generation?
Our ideal retired client wants to know that the money they have will last for their whole life and preferably leave some over for their children/grandchildren.
About Financial Planning Concepts
Financial Planning Concepts Ltd (FPC) started operations in 2006 when Jerry Wellington, our registered adviser, recognised that many professionals, executives, business owners and entrepreneurs were seeking a new, more responsive type of financial planning service. This takes the form of an ‘Innovative Partnership’ where your needs are fully understood, and financial advice is bespoke.
At FPC we aim to help our clients get the most out of life and enjoy as much of it as they can with confidence. We achieve this by enabling everyone to ‘Balance their life and assets’ through outstanding financial planning and forward-thinking business practices.
We focus on what your money is for, rather than the money itself, as this drives better decision making so that you can live the best life possible.
Our core values are Caring, Honesty and Integrity, Quality, Collaboration and Education.