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Each adviser at Conçerva has an expertise in a different discipline. This means that all advisers will share their specialist knowledge with one another where required, for your ultimate benefit. Collectively therefore, we at Conçerva work as a highly qualified team with all areas of advice covered.

Additionally all team members are salaried, so there are no incentives for selling products. This together with holding Corporate Chartered Status and having continuity of staff means Conçerva are able to achieve and maintain high ethical standards for all those concerned.

Conçerva Values

  • Professional – doing the right thing
  • Caring – taking ownership
  • Realistic – managing expectations
  • Reliable – always being there
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Conçerva has been awarded the prestigious Chartered Financial Planners title by the Chartered Insurance Institute (CII). Chartered Financial Planners status — the industry’s gold standard — is only awarded to firms of financial planners who have satisfied rigorous criteria relating to professionalism and capability. In fact, we are one of just over 600 practices in the UK to have achieved this status.

To gain it we have had to satisfy rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership qualifications of the CII. It also involves a commitment to continuing professional development and an adherence to an industry standard Code of Ethics. You can view the code at www.cii.co.uk/code When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a chartered firm can ensure you receive the best possible advice, service and support, please do not hesitate to get in touch

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Meet the team...

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