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