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.

The Consolidare approach

Our three-stage approach is designed to turn ideas and objectives into actions and see you achieve your financial goals.

Step 1

Initial discussion

Our first meeting together is held entirely at our expense, and it’s where we outline your requirements. We’ll then go away and complete a fact-finding exercise and make enquiries about any existing arrangements.

Once we have all the information back, we’ll send our fee schedule and establish whether you’d like to go ahead with using our service.

Step 2

Produce your report

We’ll then begin working on your personalised financial planning report. We also utilise external compliance support to ensure this is produced in line with our regulatory requirements.

A further meeting is held to discuss the report in more detail, ensuring you understand the recommendations that have been provided. Once you’re comfortable, we’ll carry out all administrative work on your behalf.

Step 3

Ongoing review process

It’s important that we meet at least once a year to check that your objectives are still being met while taking into account any legislative changes, or changes in your personal situation.

We offer an ongoing review service to all clients, and following each annual meeting, you’ll receive a review report confirming whether any adjustments are required to your portfolio.

What our clients say

When it comes to financial advice, we pride ourselves on delivering exceptional service. From our personalised approach to Ben’s qualifications, there’s a lot that sets us apart.

Why choose us


of clients would recommend us to their friends, family or colleagues


believe that working with us has helped or will help them achieve their financial goals


were satisfied that we understood their needs and objectives

Andrew Butter

Working with Consolidare makes me feel very confident for the future.

Heather Olley

Consolidare tick every single box that we could want from a financial adviser.

Alicia Moyles

By working with Consolidare, we feel far more confident in what our future looks like.

Ready to talk?