Concept Financial Planning

We send a questionnaire to our clients following their annual review with Concept Financial Planning, to ensure we keep improving our service and love our clients.

An annual review acts as a ‘check in’ with clients to review we the financial plan and adapt to life changes if needed.

In this feedback form, we received ‘Yes’ answers to all of the below:

- Do you feel that your Annual Review is continuing to help you meet your objectives?

- Did you feel that the information discussed during your annual review was relevant to you current financial situation?

- Over the course of the last year do you feel that sufficient support was available from us?

- Do you receive value for money as a Concept member?

- Would you be happy to recommend us to friends and family?

Do you want to know more about our financial plans? Get in touch with us to speak with one of our Chartered Financial Planners.

[email protected]
01737 225 665