Meet the Team

Jerry Wellington

Mr Jerry Wellington

Executive Director and Independent Financial Adviser

Donna Wellington

Dr Donna Wellington

Executive Director – Research and Strategic Development

Tyler Cavill

Mr Tyler Cavill

Technical & Client Administrator

Mr Tim Jacques

Trainee Independent Financial Adviser

Visit Us

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

What could help you right now?

Whether you are an executive, professional, business owner or retiree our adviser Jerry Wellington will be able to review your current situation and agree with you a better way forward which will generally simplify matters and bring clarity to your financial future.

We look forward to hearing from you. Call us on 01872 278588 to arrange a meeting, at our cost, or email us at , we very much look forward to meeting you.

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Financial Planning Concepts Ltd is Authorised and Regulated by the Financial Conduct Authority.

Financial Services Register Number 620075. Registered in England & Wales, Company Number 5907482.

Registered Office address: 22 Victoria Road, St Austell, Cornwall, PL25 4QD.

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