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.

Approaching retirement

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

Your retirement roadmap

With a few years to go until you retire, now is a great time to review your plans and take stock of where you are currently and where you’d like to be.

These final years of working are a critical period for successfully making the transition into retirement, so the more you can do now to boost your financial security, the better.

Services for people approaching retirement

Fine-tune your plans

We’ll help you understand how the decisions you make will affect your future. We will work with you to define your goals, review your income needs, and fine-tune your plans for retirement.

Review existing pensions

To help get you to where you want to be, we’ll review any existing pensions, savings and investments. We do this to make sense of what you have and what it means for your future goals.

A long-term strategy

Rest assured; we’re not going anywhere. We work with you on an ongoing basis to ensure that you stay on track to meet your objectives and have all your ducks in a row as you settle into retirement bliss.

The Consolidare approach

Ultimately, what we deliver is a long-term strategy that will see you through your much-awaited retirement. We equip you with the confidence to enjoy your retirement and 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?