About Concept Financial Solutions Ltd

Clear, Concise Advice with the best interests of you, the customer, at the core of our solutions and service proposition.
We are experienced Independent Financial Advisers working primarily in the East Midlands area. We offer independent financial advice and recommendations after completing an in-depth Financial Fact Find and review of current circumstances, covering all aspects of Financial Planning. Our clients 'Attitude to Investment Risk' is core to our investment proposition and strategy, therefore we take great care in ensuring an understanding and agreement of the level of risk clients are prepared to take with the funds to be considered for investment to benefit themselves and their family's future.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • Mortgages:
  • Buy my next home
  • Buy to let

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