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.

Andrew Butter

My name is Andrew Butter, and I’ve been with Consolidare since its inception about three or four years ago. I have known my adviser, Ben for about eight years.

I got in touch with Consolidare because I had received some money from life assurances and things like that, but it was too much for me to deal with. I wasn’t an expert and didn’t have the time, so I got in touch with Ben and Consolidare so I could get a professional to help me.

I felt that we would just carry on the same excellent relationship that we had previously before he set up Consolidare, so, I was very comfortable with moving to him, it seemed natural.

I feel very relaxed because I know that with Consolidare, Ben has the best interests of my investment at heart. He gives me feedback all the time and I can ring or email Consolidare for any information that I might need or to get a synopsis of what’s going on and all those matters that are quite important to me.

Consolidare helps a lot day-to-day as well. I’m not saying that I speak to them on a daily basis, but if I needed help with something today, I could email or ring Ben or Consolidare, and I would get a response, and that’s great.

The best thing about working with Consolidare is I feel as if I am their only customer. I’ve known Ben at Consolidare for a number of years, so he knows what I want, I know how he operates, and when he does it’s quick, responsive, and professional.

Working with Consolidare makes me feel very confident in what I have invested and in the future.

If I were to describe Consolidare in three words, I would choose professional, timely, and responsive.

I would recommend Consolidare to other people because their service is extremely personal and professional. And I know that with Consolidare my investments are safe. In fact, I have actually recommended someone already. I know that I can ring or email Ben at any time and I will get a response and he will sort out my issues. I’ve done that a few times, but not many because I know that it’s all ticking along very well, which is what the whole service is designed to do.

Working with Consolidare makes me feel very confident for the future.

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