Concerva Limited - Chartered Financial Planners

At Concerva we recognise that all of our clients are unique. For this reason our bespoke service is tailored to understand and satisfy all of our clients financial needs, not only now but in the future. Independent Financial Advice is a very personal matter and cannot easily be discussed over the phone or via email. We will therefore meet our clients face to face and discuss their financial objectives and only then make firm recommendations. We offer all of our clients advice throughout all of Lifes Stages The Concerva Difference: -We hold Corporate Chartered Status -All members of our team have different skills and qualifications and work on all clients -We have designed our business around a professional practice model -We operate a team based approach and communicate openly ensuring every client recieves the best advice -All our team are salaried - we are not paid for selling products -High levels of technical expertise throughout the team with all areas of ad...