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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
29/10/2024
Guide: The surprising benefits of choosing a “living legacy” for your loved ones
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08/10/2024
Guide: Your retirement choices: How to generate an income in later life
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01/10/2024
6 lifestyle tips that could reduce your biological age
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01/10/2024
3 insightful pieces of data that could help you remain calm during market volatility
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01/10/2024
5 reassuring ways a financial plan could help you deal with life’s scares
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01/10/2024
Does anchoring bias affect your financial decisions?
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01/10/2024
Investment market update: September 2024
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01/10/2024
Inheritance Tax: How does the UK compare internationally?
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12/09/2024
We’ve scored a hat-trick with VouchedFor
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05/09/2024
The first-time buyer’s guide to saving a property deposit
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03/09/2024
Investment market update: August 2024
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03/09/2024
The bucket-list weekend breaks perfect for wine connoisseurs
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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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