Skip to main content

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.

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.

Matt Lumb

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

Visit Us

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