Meet the Team
Mr Jerry Wellington
Executive Director and Independent Financial Adviser
The cornerstone of Jerry’s work is the strength of the personal relationships that he develops with clients, many of whom have been with Financial Planning Concepts since inception in 2006.
Dr Donna Wellington
Executive Director – Research and Strategic Development
In her previous career Donna was a highly effective and influential educator with extensive knowledge and experience of teaching, learning, leadership, management, and education consultancy.
Mr Matt Lumb
Financial Services Administrator
Matt graduated from the Open University with a degree in English Literature and Language. He joined Financial Planning Concepts in April 2024
Mr Tyler Cavill
Practice Coordinator
Tyler who greets everyone with a smile whether in person or over the phone joined Financial Planning Concepts in 2015 as a Business and Administration Apprentice, rather than going to university.