Welcome to Concordia Financial Planning Ltd
We offer bespoke financial planning advice to individuals, businesses and trustees from experienced and highly qualified Chartered finance professionals.
Our Services
Investment Planning | Retirement Planning | Mortgages & Equity Release | Business, Personal & Specialist Insurance | Trusts & Estate Planning | Long Term Care Planning
*Your home may be repossessed if you do not keep up repayments on your mortgage
**Trusts are not regulated by the Financial Conduct Authority
***The services offered by KareHero are separate and distinct to those offered by St. James’s Place
Concordia Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved xx/xx/xxxx
Company Details
- Employees
- 2
- Founded
- -
- Address
- Carriageworks, 21 The Calls, 2nd Floor,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.concordiafp.co.uk
- Keywords
- Investment Planning, Retirement Planning, Mortgages & Equity Release, Business, Personal & Specialist Insurance, Trusts & Estate Planning, Long Term Care Planning.
- HQ
- Leeds, England
- Competitors
- Agile Independent Financial Advice Ltd, Lasting Legacy Planning, Lifetime Equity Release, Forest Oak Financial Planning, Greaves Wealth Management, Heritage Wealth Solutions, PWH Financial Planning Ltd, The Partners Management Consulting W.L.L, The Bulletproof Entrepreneur™, Ayla Wealth Management Ltd.
Concordia Financial Planning Ltd Questions
Concordia Financial Planning Ltd's website is http://www.concordiafp.co.uk
Concordia Financial Planning Ltd's LinkedIn profile is https://uk.linkedin.com/company/concordiafp
Concordia Financial Planning Ltd has
2 employees.
View email and phone details for 2
employees at Concordia Financial Planning Ltd.
Concordia Financial Planning Ltd's industry is
Financial Services
Concordia Financial Planning Ltd's top competitors are
Agile Independent Financial Advice Ltd,
Lasting Legacy Planning,
Lifetime Equity Release,
Forest Oak Financial Planning,
Greaves Wealth Management,
Heritage Wealth Solutions,
Pwh Financial Planning Ltd,
The Partners Management Consulting W.l.l,
The Bulletproof Entrepreneur™,
Ayla Wealth Management Ltd.
Concordia Financial Planning Ltd's categories are Financial Services
Concordia Financial Planning Ltd's founding year is 2023
