Concept Financial Services
Concept Financial Services
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Investments

Together, we’ll build a tailored investment portfolio for a secure future. Get investment advice from our team of financial experts and let’s brighten your financial future. 

Find A Local Adviser

Investments

Together, we’ll build a tailored investment portfolio for a secure future.

Find A Local Adviser
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Investment advice and professional financial advice

Whether you’d like to invest a lump sum, set up a savings plan or are generally exploring investment opportunities, our expert financial advisers are here to advise and guide you through the options available.

We review your financial circumstances to identify how much money you can invest, the level of risk you are willing to bear, the tax implications and your expectations regarding long term or short-term returns.

Together we build a tailored investment portfolio that aims to set you on the path to a secure future and we regularly review your objectives to ensure your strategy meets your ongoing needs and circumstances.

  • Over 100  funds, all individually approved by the Openwork Investment Committee and managed by a wide range of highly-rated external fund managers
  • our ‘own-label’ range selected on our behalf by our own fund management company, Omnis Investments Ltd – the funds in the Omnis range are managed by a specially selected expert fund management group, each able to demonstrate long periods of skill and fund management performance in their particular specialism.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not an indicator of future performance and should not be relied upon.

HM Revenue & Customs practices and the law relating to taxation are complex and subject to individual
circumstances and changes which cannot be foreseen.
investment growth

Investment Planning

Freedom to select first-class managers from the global investment market

We offer our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles.

Review

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We review your financial circumstances to identify how much money you can invest, the level of risk you are willing to bear, the tax implications and your expectations regarding long term or short-term returns
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Investment Risk

Risk

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Our service is built around comprehensive financial planning and sound investment principles that ensure you are in the right fund for your attitude to risk, your financial objectives and your overall portfolio balance
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Investment Tax

Taxation

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We will advise and monitor your investments and ensure they are administered in the most tax efficient manner.
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tailored investment

Tailored

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We build a tailored investment portfolio that aims to set you on the path to a secure future and we regularly review your objectives to ensure your strategy meets your ongoing needs and circumstances.
get in touch
investment advice

Please get in contact.

Concept Financial Services

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Peterjohn durrell

Will writer

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

concept financial services