Meet Jordan. Jordan is an aspiring Financial Adviser. With 4 years working in recruitment, Jordan is organised, efficient and has incredible attention to detail.
Jordan joins us to start his career as a Trainee Financial Adviser – he assists with valuations, and offers a helping hand to our Mortgage Advisers and Support Team. Jordan is learning from the bottom up with us at Concept Financial Services, as he pursues his goal of becoming a fully-fledged Financial Adviser.
In his personal time, Jordan is a massive Wallsall team supporter, and goes to every home and away game – he went to his first game when he was just 3!
Statement:
“A career in financial services has always been a long term goal of mine and I am looking forward to working with clients to help them reach their financial goals and aspirations.”
Anthony joined the CFS Commercial team to support the growth of this expanding division of Concept FS. Having started his career with a High Street Bank he moved into Invoice Finance, where he has 28 years’ experience in client audit, new business survey, client portfolio management and business development.
His career journey has involved many and varied products for cashflow generation, ranging from Invoice Finance (Invoice Discounting & Factoring), Asset (Plant & Machinery) & Stock Finance and Trade or Supply Finance.
Personal
Anthony is married with two adult children and lives in the Midlands. He is centrally placed to visit clients and enjoys driving. He is a keen skier and enjoys taking part in cycling sportives. Anthony has also found his way back onto the golf course and is keen to take any opportunity to walk the fairways. His family has a keen interest in rugby, especially with his daughter playing for her college and training with a premier team.
Anthony’s Statement
I am excited to be working with the team at Concept FS, having first met and worked with Paul nearly 30 years ago. The company ethos of looking after relationships and doing the right thing for their customers is a key element for me, and one that I have carried with me throughout my career. Within the working environment, my passion lies in finding the right solution and perhaps challenging the norm. It gives me a great satisfaction even now after all this time.
Get in touch:
T: 07566 794 621
E: anthony.priestnall@cfs-commercial.co.uk
W: https://cfs-commercial.co.uk/
CFS Commercial Finance is an
appointed representative of Fiducia Commercial Solutions.
Qualifications: Nick qualified with BA (Hons) Multi-Disciplinary Design, Staffordshire University and quickly moved into IT where he has been a self-employed trainer, system developer and IT support provider for many companies, for over 25 years, ranging from SMEs to Fortune 500. He is also a Fellow of the Learning & Performance Institute.
Nick has been a part of the Concept Financial Service’s team since the middle of 2019.
His role within the business is to support our expert team in all things IT and communications. This includes ensuring that we have reliable, safe and compliant IT systems for all our staff, creating and generating Senior Management reports, creating apps for our users and supporting staff with hardware, software and any communication issues they may encounter.
He’s married with two ‘nearly’ grown up daughters, spending his spare time as half of the musical duet, ‘Strum & Bass’ as bass playing alter ego ‘Fat Fingered Freddie’.
In his own words…
Working with Concept FS is amazing! I work with a team who inspire and support me every day and make it a pleasure to come to work. And I’m the support guy!
Get in touch:
T: 01902 851700
Claire joined the Concept FS team after being a client for many years. She has built up a small property portfolio over the last decade. During this experience she has acquired the appetite to understand more about mortgage and protection administration. With this invaluable insight she is a great asset to the team
Claire is based in head office and lives locally in Aldridge, with her partner Sye. Claire has three children Hannah, Chris and Leah plus one highly strung Jack Russell called Poppet. During her spare time she enjoys long walks, travelling and a good catch up with friends.
Statement
Concept FS have been fantastic in advising me over the years. So when the opportunity arose to join the team, how could I say no? It’s wonderful to be a member of the Concept FS team and delivering the right advice for our clients, whether it be first time buyer through to property portfolio clients like myself.
E: claire.grennan@conceptfs.co.uk
Fiona has started her career in the financial services industry in the early 90’s, initially taking on roles in within the general insurance administration duties. Having shown a high level of diligence and customer rapport Fiona established herself as senior administrator specialising in investments and pension administration.
Fiona has very much been a part of Concept’s evolution in helping guide both advisor and clients achieve their requirements. It is these skills and industry knowledge that allows her to share and mentor the next generation of in-house advisor from the Concept team.
Away from the office Fiona enjoys spending time with her family as they have a passion for travel, music, and support their local team Shrewsbury FC. In recent years, Fiona has taken on the new challenge of golf. Allowing her to combine traveling around the UK with her new love for knocking a little white ball round a field!
Personal
It’s a privilege to be part of an organisation which offers a holistic approach to financial services which is forever changing and improving. This combined with working with such lovely clients certainly makes life very enjoyable to be part of Concept FS.
Get in touch:
T: 01902 851700
Kata has been part of the Concept FS team since 2017, on joining the practice her remit was to streamline the reporting and management of the accounts department, covering payroll, commission statement and supply chain management. Her flair for numbers and accuracy has been an invaluable contribution during her time.
Personal: Kata’s lives close to Cannock chase and takes advantage of the wonderful natural surroundings by either taking long walks or running in her spare time. At home she enjoys reading and cuddled up to her ragdoll cat, Furby. Before settling in the UK, Kata loved the experience of traveling and working around Europe, taking on the challenge of learning each country’s language that she stopped in.
Statement:
It has been a great opportunity to be part of Concept FS. It has allowed me to develop professionally and be part of the growth and development of the business. I thoroughly enjoy my role in Finance and being part of the evolving Concept FS team!
Shania’s previous experience with a conveyancing company, has given her an invaluable insight to the legal aspects of mortgage process. Now allowing her to combine her knowledge to support the administration of our clients journey.
Shania lives in Staffordshire with her beagle, Piper. She has keen interest in fashion, food and travel. Always eager to spend the weekends experiencing new restaurants and planning her next exciting adventure.
Paul is a financial services expert, founding Concept Financial Services in 1997.
With a loyal and longstanding client base spanning the UK Paul prides himself on working closely with them to make a real difference and help them achieve their aims. Many of his high net worth clients have been with him since they were first time buyers.
Much of his time is dedicated to driving the practice forward but still gets the same buzz from providing advice and making a positive difference to someone’s life through effective financial management. Paul is a keen industry spokesman and is often seen in national press offering insight, guidance and campaigning for the greater good within the sector.
With the ability to offer a holistic spectrum of advice, Paul’s area of expertise makes him very effective in growing wealth for both personal and commercial clients.
Paul’s aim is to continue to grow Concept Financial Services by bringing together the best talent in the industry that share his passion for true client care and altruistic values.
Paul has been married to Caroline since 2007, they have two daughters, Sasha & Amelia. Originally Paul was a footballer, as his physical aerodynamics changed, he played front row rugby for many years. He is a keen skier, and as a lifelong Aston Villa fan, has learned that you need to accept that not everything in your life will always be a success, perseverance is the key!
Get in touch:
T: 01902 851700
E: Paul.donoghue@conceptfs.co.uk
Nick joined Concept Financial Services in 2020 to head up the marketing of the business and to also manage the new equity release division within the business. Nick has extensive management and marketing experience gained across a number of industries including retail and telecoms which included BT and Vodafone. His financial services experience was gained as a mortgage and protection adviser within his own business, and he has over the last 2 years been specialising in later life lending. Nick joined us directly from Key Advice | The Equity Release Experts where he was an Equity Release Adviser and in fact handled our clients on a referral basis.
He was therefore a natural choice for Concept, to continue to look after our later life lending requirements, but with his extensive marketing knowledge he has taken the lead on development of our websites (including this one!) and the promotion of the Concept brands through social media.
Qualified: Nick holds the London Institute of Banking and Finance Level 3 Certificate in Mortgage Advice and Practice and the Certificate in Regulated Equity Release. He has released millions of pounds in property wealth for clients and an expert in later life lending. Nick holds Member status of the Chartered Institute of Marketing and is working towards his Chartered status.
Personal: Nick is married with 4 adult children and lives in Cambridgeshire but travels all of the Country looking after our clients. Nick enjoys dining out at great restaurants – always accompanied by a red wine (Merlot being a favourite) and loves to travel. Favourite food: Indian and classic British, a great steak! Sport: A keen martial artist having trained in Karate and Tae Kwon Do.
Nick’s statement:
I am so delighted to be part of Concept’s Equity Release proposition. I am thrilled to also be developing the marketing elements in the wider context of the business and evolving the website and in turn promoting our advisers to maximise their client referrals.
Get in touch:
M: 07453 084137
E: nick.lovell@cfsequityrelease.co.uk 
I joined CFS Wills in 2020 after looking for a career change in which I could make a difference. Working with Paul again was a big factor with us initially working together over 30 years ago at Barclays Bank. We always stayed friends, and when the opportunity came to join CFS Wills I jumped at the chance. Having spent over 25 years in the motor trade and running car dealerships for over 10 years, I needed to do something different that would utilise many of the Skills and experiences I have developed over the years dealing with both private individuals and businesses. I wanted a career change that would not only be rewarding for me but be able to make a difference to peoples lives. Helping people put their affairs in order by simply completing a Will or Lasting Powers of attorney is for many quite cathartic. For most people, their Will is not very high on their wish list, yet everyone knows they should have one. For many, when they finally arrange their Will, you can see the relief in their faces.
Personally, I am married with two grown up children, but am now the proud owner of a dog (Springer-poo called Albi) for the first time in 30 years. To say he has taken over the house would be an understatement with almost everything revolving around him. We now all enjoy long walks and holidays near the beach for the dog. If Albi is happy, so are we!
Qualifications
ACIB- Associate of the Chartered institute of Bankers
MSWW- Member of the Society of Will writers
