FPC – Celebrating 18 Years of Financial Excellence in Cornwall!

We are thrilled to announce that Financial Planning Concepts Ltd has just celebrated its 18th birthday! Over the past 18 years, we have been dedicated to helping clients ‘Balance their Life and Assets’, ensuring their financial security and peace of mind.

Our Journey

Since our inception, we have focused on providing personalised financial planning services tailored to the unique needs of executives, professionals, business owners, and retirees. Our commitment to understanding client’s goals and aspirations has been the cornerstone of our success and we have been truly honoured to work with every one of them. They trust us with their life stories and future aspirations and in turn we do our best to ensure that their finances enable them to achieve their goals.

Our Team

Our team of dedicated professionals is here to support clients every step of the way. We pride ourselves on our forward-thinking approach and our ability to adapt to the ever-changing financial landscape.

Community Involvement and Sustainability

At Financial Planning Concepts Ltd, we believe in making a positive impact on our community and the environment. Our sustainability efforts focus on three core areas: environmental, social, and economic sustainability.

• Environmental Sustainability: We strive to minimise our environmental footprint by promoting a paper-free environment, recycling materials, and using eco-friendly products. Our company cars are eco-friendly, and we support local environmental initiatives like the Cornwall Area of Outstanding Natural Beauty Charity and the Kerdroya project.
• Social Sustainability: We invest in our team through our ‘Education Strategy,’ ensuring they achieve their full potential while maintaining a healthy work-life balance. We actively support local charities and community projects, including the Cornwall Air Ambulance, Hall for Cornwall, Drama Express, and the Truro Food Bank.
• Economic Sustainability: We are committed to supporting the local economy by participating in regional business groups and events. Our goal is to contribute to the economic well-being of our community while providing exceptional financial planning services.

Being based in Cornwall is not just about our location; it’s about our identity. We are proud to be part of this vibrant community and to contribute to its growth and sustainability.

Looking Ahead

As we celebrate this milestone, we remain committed to our mission of adding value to client’s long-term goals. We look forward to continuing to serve them with the same dedication and excellence that has defined us for the past 18 years.

We thank all of them for being a part of our journey. Here’s to many more years of financial success together!