Professional Connections

Conçerva work closely with professionals such as accountants and solicitors to help add value to the service they offer their clients.

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 recommending a chartered firm can ensure your clients get the best possible advice, service and support, please do not hesitate to contact us. 

At Conçerva we believe in a client focused culture. We have designed our business around a professional practice model and therefore operate a team based approach. All of our advisers are salaried and are therefore not targeted for sales. Working this way gives us the opportunity to have a culture of  no "Hard Sell”. We have very high levels of technical expertise throughout our team which means your client will always get the highest possible levels of advice and service.

Some of the services we can offer your clients are listed below:

• Specialist Pension Advice
• Tax Mitigation
• Trust Planning
• Wealth and Investment Management
• Inheritance Tax Planning
• Retirement Planning
• Protecting clients dependants from the effects of death
• Protecting clients from the effects of illness
• Long term care planning
• Business Financial Planning
• Expatriate Planning

The benefits of working with us are:

• An extra service to your clients
• Professional service
• Ease of administration
• Client retention
• Close working relationship
• Accountant & client seminars
• Industry & legislation updates
• Structured training modules

If you are interested in developing a working relationship with Concerva please contact Ian Bromley:

Tel: 0161 819 3636

E-mail: enquiries@concerva.co.uk

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Registered in England & Wales, No. 4175417 Registered Office: Barnfield House, The Approach, Blackfriars Rd, Manchester, M3 7BX