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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
28/04/2025
Guide: How financial planning could help you answer essential “what if?” questions
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04/04/2025
Can defence stocks be “ethical”? The government may say “yes”
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02/04/2025
5 strategies that could help you avoid running out of money in retirement
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02/04/2025
Why an effective financial plan might involve spending more
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02/04/2025
Why you should make registering a Lasting Power of Attorney a priority
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02/04/2025
Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
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02/04/2025
4 reasons to remain calm amid market volatility and uncertainty
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26/03/2025
Your Spring Statement update – the key news from the chancellor’s speech
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17/03/2025
Thinking about investing in crypto? You need to be aware of these signs of a scam
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17/03/2025
The potential perils of accessing your pension at 55
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17/03/2025
Why ongoing financial advice could ease your mental load
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17/03/2025
6 estate planning lessons you could learn from the Murdoch family dispute
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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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