Concerva Chartered Financial Planners:
Conçerva are a firm of Chartered Financial Planners (the industry’s gold standard) based in Manchester City Centre. In fact, we are one of only approximately 750 practices in the UK from a total of over 14,000 firms to have achieved this status.
Concerva are specialists in providing advice to recipients of substantial personal injury awards as a consequence of serious and catastrophic injuries.
We act for a significant number of clients including Claimants with Deputies, Claimants with Capacity and Court of Protection Protected Parties and can on request provide testimonials.
We assist in the investment and management of funds on a long term basis including planning to fund for future care and equipment. We design and implement long term financial strategies to preserve and enhance both capital and income.
By assessing a claimant’s capital and income requirements plus tolerance to investment risk, Concerva are able to construct a long term plan with our lifetime cash flow modelling software. This ensures that the claimant’s financial objectives are met.
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Company Registration Number: 4175417 FCA no. 196679