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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
03/02/2025
How to stop following the investment crowd and stick to your strategy
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03/02/2025
5 ways financial planning could help you emotionally prepare for retirement
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03/02/2025
State Pension: Everything you need to know in 2025/26
Read post
03/02/2025
Behavioural finance: The effect emotions could have on your financial decisions
Read post
03/01/2025
Investment market update: December 2024
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03/01/2025
The foods that could improve your gut health
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03/01/2025
5 useful allowances and exemptions that will reset at the end of the tax year
Read post
03/01/2025
Why building emotional resilience could improve your finances
Read post
03/01/2025
Plans changed? Updating your financial plan could offer reassurance
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03/01/2025
Behavioural finance: How established habits and experiences could affect your decisions
Read post
11/12/2024
Research: The perils of chasing stock market “winners”
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11/12/2024
Investment market update: November 2024
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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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