An independent financial planning firm is expanding, has opened a new office in Crowthorne.
Concept FP is one of only a few firms in the country that has achieved both Chartered Status with the CII and the British Standard 8577.
The company held an event to show off its new offices, and the range of services it is offering.
A spokesperson for the company told Wokingham Today: “Crowthorne has a charming high street with many services, except financial planning.
“Our aim is to fill this gap and do our utmost to elevate the financial planning profession which is often misunderstood.
“Crowthorne has been quite the hive of activity for development over the last several years which brings an increasing number of people to the area in need of financial planning.
“On a personal note our managing director, Paul, grew up in Crowthorne and often says he is ‘coming home’ when he visits the office.
“Carl, our newest director, lives nearby in Windlesham and was all in favour of the shorter commute.”
The company has grown to a team of seven, and rather than expanding its existing Reigate office it opted to open a second location.
The spokesperson added: “We are delighted to open our new Crowthorne office and bring our unique financial planning offering to even more people in this community.
“Everyone at Concept FP is passionate about the positive impact that lifestyle financial planning can have on people’s lives, and we cannot wait to get started.
“To us, financial planning is not about making money, it’s about making sure you have the money you need to do the things you want to do in life”
