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.
Client stories
We go the extra mile for our clients, but don't just take our word for it, read what they say about the great service we provide.
Alicia Moyles
By working with Consolidare, we feel far more confident in what our future looks like.
Heather Olley
Consolidare tick every single box that we could want from a financial adviser.
Andrew Butter
Working with Consolidare makes me feel very confident for the future.
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.