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.

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.

Life comes first

Retirement isn’t just about getting old; it’s an opportunity for more great adventures. For many retirees, an enjoyable retirement means living life to the fullest and creating memories. However, one aspect that is often overlooked is the feeling of financial security and peace of mind.

When you know you’ve got enough to last your lifetime and beyond, you can sleep easy and continue enjoying life.

Services for people in retirement

Maintain an income

Money doesn’t have to be an obstacle while you’re enjoying your retirement. By reviewing your income needs, we will ensure your goals can continue to be met in the future, and we’ll reassess them if not.

Plan for later life

With more people living into their late 80s or 90s, the need for later life and care planning is even more important. We’ll create a plan to provide security and relieve pressure on your family.

Pass on wealth

You deserve the peace of mind that your money is going to end up in the right hands. We’ll work with you to reduce Inheritance Tax liabilities, update your will, and set up a trust, if necessary.

The Consolidare approach

Ultimately, what we deliver is a long-term strategy that will see you through your retirement and continue to work when you’re no longer here. We equip you and your family with the confidence to enjoy your life 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?