Welcome to Concept Financial Solutions Limited

Coronavirus-Covid 19 update 6 - Office Opening and Client Contact 2021 Jan Lockdown

We hope you are all well and staying safe. We extend our thoughts and sympathies to all who have been or who are being adversely affected. 

From Jan 5th 2021 the office will be closed to visits until further notice. We are contactable via mobiles, the office phone will be answered when possible and checked for messages, as will email. Client visits for business appointments will only be allowed in exceptional circumstances with full Covid distancing guidelines and agreed well in advance.

We are operational, working within Covid Guidelines. We are providing as much normality as possible with regard to client contact. We are sending regular information to clients regarding their investment portfolios. There are the quarterly Newsletters and other tools available on the website in Online Services for more general information if needed.

We ask you to kindly refrain from visiting the office. The office will be manned daily for a period between 10.00 am and 2.00 pm Monday to Friday. Only one person will normally be in attendance with the doors locked.

If phone calls are not answered please leave a message with your details. Please text or email if preferred.

We can offer client meetings as home visits where we can be sure social distancing rules can be observed and both parties are mutually comfortable with the meeting taking place.

We have technology available to provide online visual/verbal contact - preferred..(Teams, Zoom etc..)

We are directly available on our mobile phones if you need to speak with any one of us personally. See the contacts page on the website for our numbers.

We do work remotely from home wherever possible. Our providers are doing the same whilst offering office support at reduced staffing levels. This may mean some delay in inquiries being dealt with. Please rest assured we are working hard to provide you with the best service possible. 

We will keep you informed of any operational changes as they arise and in accordance with government guidelines. We are working and offering our services (some may be limited). 

Things are looking a little more positive with the roll out of the vaccines, let us hope we can return to a reasonable level of safety and day to day normality sometime soon. 

We are here for our existing clients as well as new potential clients looking for advice. There is always a way to deliver the advice in daunting circumstances and ever changing environments.

Lets hope 2021 can deliver a better positive outcome than 2020.  Please keep safe and well. 

Written by Ian Harby (Director) 05/01/2021

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We offer a comprehensive financial planning service for all your investment and protection needs:

  • 
Protection
    How much cash would your family need to maintain their current lifestyle if you die prematurely?                        Would you require a regular income or a cash sum if you suffered a serious illness or disability? 

  • Retirement
    When do you want to retire and how much income will you need?
  • Investment
    Are you making the best use of any spare capital?

  • Savings
    Are you making the best use of any surplus income?
  • Mortgages

    Do you want to reduce your current mortgage outlay or are you moving home?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.



If you do have any suggestions please e-mail us or use one of our contact forms.

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