Concerva Limited - Chartered Financial Planners logo

Concerva Limited - Chartered Financial Planners jobs and careers

United Kingdom

About Concerva Limited - Chartered Financial Planners

At Conçerva 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 Life's Stages The Conçerva 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 advice covered

Founded
2002
Employees
11 to 50
Headquarters
United Kingdom

Leadership

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MMPhoto of Martyn Mulligan

Martyn Mulligan

Managing Director : HR, Marketing & Finance

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