Four Sheffield-based financial advisers with more than six decades experience in wealth management have joined forces to set up their own IFA firm.
Mark Jones, Simon Megson, Rob Mitchell and Matt Daughtrey have launched Concept Wealth, offering clients access to independent financial advice across a wide range of areas including retirement and estate planning, wealth management, corporate advice, tax and protection planning.
As well as offering advice to individuals and organisations, Concept Wealth will also have the specialist knowledge to advise on the intricacies of University and NHS pension schemes, plus all other protection, pension and investment needs clients have.
Concept Wealth is an appointed representative of Best Practice IFA Group and is authorised and regulated by the Financial Conduct Authority (FCA).
Management team
Megson and Jones will be joint managing directors, Mitchell is investment director and Daughtrey is company director.
Jones said: “Concept Wealth is an exciting development in the independent financial services market for individuals and corporate clients.
“Our aim is to work more closely with clients, offering bespoke solutions on all aspects of financial advice from ISAs to more specialist pension planning, through to inheritance tax mitigation and business planning, such as shareholder protection and key person cover.
“We focus on our client’s investment objectives which could be growth, income, or a wish for a more responsible investment, taking environmental, social and governance factors into consideration.
“Our overall aim is to deliver specialist thinking and advice and to build lasting relationships in order to realise the best financial outcomes for our clients, their families and their businesses.”
