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Member of the Personal Finance Society

Member of the Personal Finance Society

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Fellow of the Personal Finance Society

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

About you

We work with clients at all stages of their financial journey, from accumulating wealth to leaving a legacy and all those important years in between.

Approaching retirement

Now’s the right time to make careful preparations for your future and safeguard your financial wellbeing.

Business owner

Take the time to completely understand what you want to do with your business now and as you approach retirement.

Accumulating wealth

If you want to build your wealth and set yourself up for a secure financial future, you have to plan for it.

In retirement

Through careful financial planning, we will ensure your income will support you for the rest of your life. It’s what we do best.

What our clients say

When it comes to financial advice, we pride ourselves on delivering exceptional service. From our personalised approach to Ben’s qualifications, there’s a lot that sets us apart.

Why choose us

0%

of clients would recommend us to their friends, family or colleagues

0%

believe that working with us has helped or will help them achieve their financial goals

0%

were satisfied that we understood their needs and objectives

Andrew Butter

Working with Consolidare makes me feel very confident for the future.

Heather Olley

Consolidare tick every single box that we could want from a financial adviser.

Alicia Moyles

By working with Consolidare, we feel far more confident in what our future looks like.

Ready to talk?

    Consolidare Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
    Registered Office: Priestley House, Priestley Gardens, Chadwell Heath, Essex, RM6 4SN

    Correspondence: Basepoint Business Centre, Shearway Business Park, Shearway Road, Folkestone, Kent CT19 4RH Registered in England No. 11580862

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