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What is happening at Financial Planning Concepts?

With a New Year, comes a new lockdown and we can assure you that once again we are continuing to work collaboratively as a team, some based in our COVID-secure office and some based at home, to ensure that we are all kept safe. This has enabled us to continue to offer the high quality of service to which clients are accustomed. If you need our help, please do not hesitate to get in touch and we will do all we can to assist. Otherwise, we will look forward to catching up with you at your next Annual Planning Meeting.

We are also delighted to welcome Jacob Holden to the FPC team as our Trainee Financial Adviser. Jacob is fresh out of University, having achieved a First-Class BSc (Hons) in Business and Entrepreneurship. He will be working closely with Jerry to learn how to become an effective Independent Financial Adviser, will be studying towards the Diploma in Regulated Financial Planning and will in time be helping to look after all of the families that we serve.

In addition to Jacob joining us, Helen Trebell will be starting work with us on the 18th January as a Part Time Administrator, having spent over 30 years at Watson-Marlow in Falmouth. Helen will work closely with Tracy, Sarah and Tyler to ensure that all of our client administration is completed in a timely and professional manner. She will also take the lead in the setting up of our new practice management software which will enable us to offer even better service to our clients.

We are very pleased to be growing our team further and embracing more efficient working methods to ensure that we can do our very best for you. Please all take care of yourselves and your families, stay safe and we look forward to seeing you again soon.