Company Information

Get to know Concept Financial Planning Ltd

Founded in 2011, Concept Financial Planning is an independent financial advisory firm based in Surrey, UK. The company specialises in 'lifestyle financial planning,' utilising cashflow modelling to provide clients with clarity and confidence in their financial future. Their mission is to help people achieve and maintain their desired lifestyle without the fear of running out of money. They offer a range of services including retirement planning, investment management, and inheritance tax planning, holding the prestigious 'Chartered Financial Planners' title, which signifies a high level of professional and ethical standards.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Concept Financial Planning Ltd

United Kingdom

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.