Concept Financial Management

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.

John has worked in the Financial Services industry in the Woking area since 1978 starting with Lloyds Bank, moving onto Prudential in 1986 before establishing Concept Financial Management Ltd in 2001. The need to provide a full wealth offering to his clients was the key driver allayed to a bespoke service offering. Concept Financial Management Ltd exists to be a quality source of financial advice and wealth management. It specialises in the area of wealth preservation and wealth creation. The company is dedicated to providing a very personal and boutique service to its clients which have grown purely by recommendation.