Consilia Wealth Management prides itself on being a Chartered Firm of Financial Planners providing independent, fee-based comprehensive financial planning and investment management services.

As a Chartered Firm we are amongst an elite group of Independent Financial Planning firms delivering the highest level of bespoke financial plans and portfolio strategy for each of our clients.

We believe our clients are the most important component of our business. We treat each client as an individual and work to provide a personal solution.

Overview

Core values

Consultation process

Why are we different?

  • We put our clients’ interests first
  • Our Client Steering Committee ensures we deliver the highest quality of service
  • We employ an Investment Committee who ensure our investment recommendations remain on track.
  • We represent a limited number of new clients to ensure the highest levels of service
  • Our areas of expertise include IHT planning, trusts, long term care and retirement planning
  • Our business is built on the success of long term personal relationships and knowing our clients and their families