Accumulating wealth
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.
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.
How can I book an initial meeting?
You can use the contact form at the bottom of the page or by email at ben@consolidarewealth.co.uk 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.
