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.

Resources

You're in the right place for regular updates and useful articles. Want these delivered to your inbox? Sign up to our newsletter.
08/07/2024
What a Labour government could mean for your finances
Read post
02/07/2024
97% of fund managers believe uncontrolled climate change will affect investments
Read post

News

We like to share our knowledge and want to keep you up to date with the latest goings-on in the financial sector. You can also read the latest updates directly from Ben.

View all news

Frequently asked questions

Find out the answer to some of our most asked questions. If you can’t find your answer here, then get in touch.

View all FAQs
How can I book an initial meeting?

You can use the contact form at the bottom of the page or by email at ben@consolidarewealth.co.uk or call Ben on 07795 565143.

Are you regulated?

Yes, we are regulated by the Financial Conduct Authority. You can view our profile on the FCA Register here.

Ready to talk?