About Us
Chartered Financial Planners
Concerva 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 13 practices within a 10-mile radius of the city centre to earn this award.
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 get the best possible advice, service and support, please do not hesitate to contact us.
We fully understand why many people feel uncomfortable in the 'hard sell' environment so often associated with financial advice.
Rest assured, you can leave these fears behind with Conçerva. We are entirely independent of any financial institution. Our specialist team will work with you in the reassuring atmosphere that emanates from a professional traditional city centre advisory firm.
We recognise that all clients are unique and have differing financial objectives. Conçerva's commitment is to provide advice on financial matters that is consistently in the best interests of our clients. Our aim is to build life-long relationships based on the excellence of our service, on trust and on discretion. These are the values at the heart of Conçerva Lifetime Money Management.
At every time of life there are important financial decisions to be made and your priorities inevitably change. Whatever stage you have reached, Conçerva is here to help you manage your finances and so help you enjoy your life to the full.
Being independent means that we can offer advice from the whole range of products available. We advise on all aspects of personal and corporate financial planning, including investments and savings, pensions and retirement planning and protection of individuals, families and companies in the event of illness or death. Our services also include the provision of complex tax planning advice for UK and non UK residents.
We have a highly qualified team of advisers including a member of STEP (trust & estate practitioner), a chartered financial planner and an in house economist.
Today's financial world is complex and in our experience, no single person can hope to have the breadth of expertise to advise on all financial matters, no matter how well intentioned they may be. The individual who works with you at Conçerva can draw on the skills of a number of specialists from our in-house team, each experienced in their own field. As none of our team is paid for selling, you can be sure that your best interests always remain our first priority.
Concerva Limited cannot advise or arrange regulated mortgage contracts and should you require mortgage advice the advice of a mortgage broker should be sought.