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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.

News

All blog articles can be found here
03/06/2025
Simple mental exercises to keep your brain sharp
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03/06/2025
The simple step that could boost your annuity income in retirement
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03/06/2025
Why defining “financial freedom” could help you achieve it
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03/06/2025
How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
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03/06/2025
Investment market update: May 2025
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03/06/2025
How to improve your financial resilience
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29/05/2025
Top tips to help you avoid financial scams after the M&S data breach
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22/05/2025
The compounding effect: How it could boost or harm your finances
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06/05/2025
4 useful insights from a decade of Pension Freedoms
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06/05/2025
5 Nordic lifestyle trends that could improve your wellbeing
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06/05/2025
What does “diversified” mean when you’re investing?
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06/05/2025
Why investor fear and anxiety play a role in market volatility
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    Consolidare Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
    Registered Office: Priestley House, Priestley Gardens, Chadwell Heath, Essex, RM6 4SN

    Correspondence: Basepoint Business Centre, Shearway Business Park, Shearway Road, Folkestone, Kent CT19 4RH Registered in England No. 11580862

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