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Financial Planning Concepts

Home
About
Services
What we offer
SavingMatters
Blog
Contact

Contact Us

Contact Details

01872 278588
4 Walsingham Place,
Truro,
Cornwall,
TR1 2RP

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9am to 5pm, Monday to Friday.

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What could help you right now?

Whether you are an executive, professional, business owner or retiree our adviser Jerry Wellington will be able to review your current situation and agree with you a better way forward which will generally simplify matters and bring clarity to your financial future.

We look forward to hearing from you. Call us on 01872 278588 to arrange a meeting, at our cost, or email us at , we very much look forward to meeting you.

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Meet the Team

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Recent Posts

FPC – Celebrating 18 Years of Financial Excellence in Cornwall!

22 August 2024
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19 June 2023
Achieving Cyber Essentials Certification

12 April 2022
Some thoughts on the Russian invasion of Ukraine

25 February 2022
Wall of Worry!

17 January 2022

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(01872) 278 588
4 Walsingham Place, Truro, Cornwall, TR1 2RP, UK

Financial Planning Concepts Ltd is Authorised and Regulated by the Financial Conduct Authority.

Financial Services Register Number 620075. Registered in England & Wales, Company Number 5907482.

Registered Office address: 22 Victoria Road, St Austell, Cornwall, PL25 4QD.

© Financial Planning Concepts Ltd | Privacy Policy | Web Design by Channel Digital Ltd

This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. The information on this page is NOT personal advice. Tax limits & rules can change, and their benefits depend on your circumstances.

Important information - Investments can go down as well as up in value, so you may get back less than you invest. Past performance is not a guide to future performance.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investment, school fees planning or Will Writing.