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Meet the Team

Jerry Wellington

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.

Donna Wellington

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 Tim Jacques

Trainee Independent Financial Adviser

Tim graduated from The University of Leeds in 2021 with a 2:1 in Geography and has been part of the Financial Planning Concepts team since September 2021.

Tyler Cavill

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.

Visit Us

Arrange a visit to meet the team at our office in Truro.