Concept Financial Services

Tel: 01902 851700



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Welcome to Concept Financial Services

Concept Financial Services are members of the Openwork Network who are one of the largest distribution network in the U.K.

All our consultants have many years experience within the financial services industry. Our advice is always delivered in a friendly and professional manner using terminology that clients can understand and relate to.

We have forged very close links locally and nationally with solicitors, accountants and estate agents and we are able to offer a truly holistic financial planning experience. Our excellent connections allow us to keep abreast of any legislative changes and ensure that our advice remains appropriate to your circumstances.

Our emphasis is to maintain a long term relationship with our clients, the large majority of whom have come through recommendations from other clients. The level of satisfaction may be judged on the large majority of who choose to continue to work with us indefinitely.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected and to help you build a brighter, more secure future.

Your home may be repossessed if you do not keep up repayments on your mortgage
Our fee for this service is £250 or 0.5% of the loan amount, if greater. Typically this will be £250.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage
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