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.

Accumulating wealth

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

Make smart financial choices

Saving money and investing are key to building up wealth, but that’s certainly easier said than done when you’re new to managing your finances. That’s why seeking financial advice is crucial.

You’ll have someone there to dig deep and understand your goals, then create and implement a plan to see you reach them.

Services for people accumulating wealth

Goal-based planning

Our journey together will begin with a discussion about your aims and goals. From there, we’ll produce a plan that is designed to deliver results through investments and savings.

Planning for retirement

It might be several years away still, but we will begin to identify when you’d like to retire and help you ensure your finances are structured to fully support your plans and goals.

A long-term strategy

Whatever your needs, we’ll be a constant presence throughout your life. As your circumstances change, we’ll be there to adapt your plan and reassure you that everything is still on track.

The Consolidare approach

Ultimately, what we deliver is a long-term plan that will see you through your career and be there as your life changes. We equip you with the confidence to enjoy every precious moment with a clear grasp of your financial position.

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Frequently asked questions

Find out the answer to some of our most asked questions. If you can’t find your answer here, then get in touch.

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How can I book an initial meeting?

You can use the contact form at the bottom of the page or by email at or call Ben on 07795 565143.

Are you regulated?

Yes, we are regulated by the Financial Conduct Authority. You can view our profile on the FCA Register here.

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


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


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


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?