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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
02/07/2025
Guide: Planning for a longer life: Wellbeing tips and financial management strategies
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01/07/2025
The joy of anticipation: How financial planning generates wellbeing
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01/07/2025
Why “boring” investments could be exciting long term
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01/07/2025
Investment market update: June 2025
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01/07/2025
5 powerful Warren Buffett lessons that could benefit ordinary investors
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01/07/2025
How emotional decision-making could harm your outlook in retirement
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01/07/2025
Planning for care: The costs you might need to make part of your financial plan
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30/06/2025
What the Back to the Future ripple effect could teach you about financial planning
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24/06/2025
I’m in the Telegraph thanks to your reviews
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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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    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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