Introduction As a company, Financial Planning Concepts has always taken cyber-security very seriously and done whatever was necessary to protect the data held. However, with cyber-attacks becoming ever more prevalent we decided to take this to a new level by engaging with Cyber Smart and having our IT consultants review and strengthen our processes even […]
First and foremost, Russia’s invasion of Ukraine is a human tragedy. This military action has already been described as the darkest day in Europe since World War Two. As investment professionals, it’s our responsibility to assess the potential impact on financial markets and the global economy. While we monitor the developments, the only thing that […]
17 January 2022

Wall of Worry!

A Timeline of Negative World Events We have all been there, you wake up bright and early, head down for breakfast and open the paper or turn on your iPad and there it is, the stock markets seemingly heading south at a rapid rate. What should you do? The main thing is not to panic […]
4 November 2021

Ethical Investing

The Paris Agreement was reached at COP21 in 2015. For the first time ever, it saw almost every country around the world enter into a legally binding commitment to reduce emissions. It was ‘top down’ in that every country – no matter how big or small – signed up to cutting carbon emissions to limit […]
Having watched in anticipation as the Hall for Cornwall has been transformed over the last three years, we have decided to become corporate sponsors. We have done so because the Hall for Cornwall not only has the potential to host really good quality shows because of the increased seating capacity but they also get heavily […]
With a New Year, comes a new lockdown and we can assure you that once again we are continuing to work collaboratively as a team, some based in our COVID-secure office and some based at home, to ensure that we are all kept safe. This has enabled us to continue to offer the high quality […]
The team behind the famous Man Engine are at it again. They are creating the world’s largest classical labyrinth – built in 2020, to last 4,000 years. A permanent, living monument to our world-class landscape, located by Colliford Lake on Bodmin Moor in Cornwall and Financial Planning Concepts are delighted to make this our latest corporate sponsorship project. […]
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 be as powerful and inspirational as […]
9 June 2020

Crystal Ball Gazing

With world stock markets reacting positively to increasing signs of lockdowns being eased around the world, and with events still moving very quickly, we thought it would be a good time to summarise where we seem to be and where we might be heading from a financial standpoint. Whilst the market corrections and movements in […]
29 January 2020

ISA Allowance

The History Of ISAs ISAs were introduced in April 1999 as part of Gordon Brown’s first budget and were designed to replace PEPs for equity savings and TESSAs for cash. Initially, they were not very popular because of the confusion over how much you could save in each component (you had Maxi ISAs (which were […]

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

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