Month: August 2020

Celebrating our 15th Year in Business

Written on 18 August 2020.

Sunday saw us celebrating the start of our 15th year in business Having served his 17-year ‘apprenticeship’ in various financial planning roles since 1989, in June 2006 Jerry attended his first MDRT conference in San Diego, California. It must be said that he was not expecting this experience to...

What could help you right now?

Whether you are an executive, professional, business owner or retiree our adviser Jerry Wellington will be able to review your current situation and agree with you a better way forward which will generally simplify matters and bring clarity to your financial future.

We look forward to hearing from you. Call us on 01872 278588 to arrange a meeting, at our cost, or email us at , we very much look forward to meeting you.

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Financial Planning Concepts Ltd is Authorised and Regulated by the Financial Conduct Authority.

Financial Services Register Number 620075. Registered in England & Wales, Company Number 5907482.

Registered Office address: 22 Victoria Road, St Austell, Cornwall, PL25 4QD.