Blog

Sustainability & FPC

As a company, sustainability is an important part of our day to day business and we try to concentrate our efforts on three core areas – economic, social and environmental. Our focus on Economic viability is to ensure that we can continue to contribute to the Cornish Economy for many years to come. We always […]

MDRT Focus and ConneXion Zone Presentations

Following my speaking debut last year, I recently had the privilege of being invited to speak again at the Million Dollar Round Table (MDRT) Annual Meeting 2019. As I explained previously MDRT is an international organisation that is dedicated to encouraging ethical values and sharing professional knowledge, whilst helping to improve business practices and client […]

Annoucement

We are delighted to welcome Paula Evans to the FPC team as our new Paraplanner. Paula has over 10 years’ experience in the Financial Services sector and has worked for several years as a Paraplanner. Paula holds the Diploma in Financial Planning qualification and strives to provide well researched, comprehensive and clear reports for clients. […]

Supporting Cornwall Christmas Box

For us, this time of year is all about family, which is why we are delighted to support a wonderful local scheme that works with Cornwall Council to help the counties most impoverished and vulnerable families at Christmas. The fantastic people at ‘Cornwall Christmas Box – Christmas dinner in a box’ help to organise and […]

Pension Awareness Day

As 15th September is Pension Awareness Day (yes, it’s actually a thing!), I thought it would be a great opportunity to quickly revisit the world of pensions and retirement, offering up some tips and useful information to help keep you in the know. As well as looking after your own retirement, have you looked at […]

MDRT Speaks & ConneXion Zone Presentations

I recently had the privilege of being invited to speak at the Million Dollar Round Table (MDRT) Annual Meeting. MDRT is an organisation that was formed in 1927 and is dedicated to encouraging ethical values and sharing professional knowledge, whilst helping to improve business practices and client service for financial professionals. This year’s annual meeting […]

Proud Cornwall Air Ambulance Sponsors

As passionate supporters of local charities, Financial Planning Concepts is delighted to announce that we are now proud sponsors of the Cornwall Air Ambulance. For the next two years, we will be sponsoring the aircrew’s uniform and our Critical Care Paramedic is Pete Storer who will be donning the FPC sponsorship badge at fund raising […]

Technology Used for the Greater Good

For many, technology can be a daunting concept. We ourselves, have recently had to update the way we share data using the latest technological advances. However, it has become apparent that there is a movement, where companies are determined to use technological innovations to make a difference in the world. Here are three apps that […]

Tax Year End – Why April 5th?

You might think that the beginning of the tax year would coincide with the calendar year – and in some countries it does.  In the UK, however, the scramble to get your financial affairs in order comes  to an end on April 5th, with the new tax year starting on April 6th.  To understand the […]

The story behind Walsingham Place

As you know Walsingham Place is the grandest yet quietest street in Truro. However, did you know Walsingham Place – was originally known as Caribee Island due to Truro’s importance as a slave port? Or that it was the site for coffin-dwelling partygoers, a haven for militant workers and was even saved from destruction by […]