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.

Business owner

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

Work in harmony

Your journey as a business owner has been one of dedication and hard work. Yet, standing at the helm of your business, you also recognise the increasing need for a financial plan.

Whether navigating tax complexities, optimising personal and business cashflow, or maximising retirement funding, having a trusted financial adviser by your side is not just a sensible choice; it will help steer you in the right direction.

Services for business owners

Succession planning

Whether you’re passing on your business to family or shareholders or selling it, we’ll assess your plans and ensure your wealth is protected. We’ll also develop a plan to invest your wealth if you decide to sell.

Tax planning

Tax as a business owner can be difficult to navigate. Luckily, we know the ins and outs. We’ll guide you through complex areas and withdraw money from your business tax-efficiently.

Retirement planning

The road to retirement isn’t a straight one; however, with our help, we’ll get you there without any setbacks. We focus on building your wealth and retirement savings, and we’ll explore the pension options available to you.

The Consolidare approach

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