What is happening at Financial Planning Concepts?

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 […]

Financial Planning Concepts Latest Corporate Sponsorship

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. […]

Celebrating our 15th Year in Business

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 […]

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 […]

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 […]

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 […]


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 […]