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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
29/05/2024
Explained: When do you need to declare the interest earned on savings?
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29/05/2024
The value of financial planning: The intangible benefits that could boost your wellbeing
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02/05/2024
8 fantastic reasons to support local causes for Small Charity Week
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02/05/2024
How to make the unexpected part of your financial plan
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02/05/2024
How “slow productivity” could boost efficiency
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02/05/2024
3 useful options you may want to consider when passing on assets to your loved ones
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02/05/2024
How to beat the potential harmful effects of “loss aversion” on your wealth
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02/05/2024
The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth
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11/04/2024
Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
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11/04/2024
5 ancient wellness tips that could improve your life
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11/04/2024
6 in 10 Brits are unaware their pension is usually outside of their estate
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11/04/2024
6 delicious holiday destinations that promise to be perfect for foodies
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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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