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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
03/09/2024
How “lifestyle financial planning” could help you reach your goals
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03/09/2024
How understanding behavioural finance could improve your decisions
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03/09/2024
5 practical questions to consider when you’re naming a Lasting Power of Attorney
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03/09/2024
Inheritance Tax: 5 shrewd strategies for reducing a potential bill
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30/07/2024
Investment market update: July 2024
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30/07/2024
9 award-winning books to add to your bookcase this year
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30/07/2024
Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy
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30/07/2024
Why tuning out political speculation may help you stick to your financial plan
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30/07/2024
Could “lifestyle creep” affect your retirement plans?
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30/07/2024
Inheritance Tax: The basics you need to know about the “death tax”
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23/07/2024
Guide: How an Olympic mindset could help you manage your finances effectively
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08/07/2024
What a Labour government could mean for your finances
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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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