Consilium Wealth Management Ltd offer a highly personal and bespoke service ensuring that the financial plan put in place gives the ultimate peace of mind.
Consilium Wealth Management Ltd provide individuals and families completely bespoke financial planning solutions.
The team believe in delivering a superior service and forming the strongest of relationships based on trust, integrity and knowledge.
They firmly believe that ‘the best financial advice should be a right, not a privilege’.
Specialising in providing high quality personal advice on a range of wealth management, the team advise clients of all ages and on a range of financial options.
Consilium Wealth Management also assist businesses in the complex areas of corporate financial planning, shareholding, tax and strategy planning.
Consilium Wealth Management are particularly keen to work with businesses to provide their staff with access to a financial adviser, to discuss and answer any questions they may have regarding mortgages, pensions etc.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Within their financial services, Consilium Wealth Management offer experienced, bespoke and expert advice on Mortgages.
They can help a whole range of people from first time buyers to people looking to down-size in retirement, from people looking to extend their home to commercial property purchases.
Please ask for Jack Steventon:
Jack is available for a no cost / no obligation Mortgage 'Health Check' - give him a call to discuss what mortgage best suits you.
Whether you are looking to invest for income or growth, Consilium Wealth Management Ltd can provide advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.
With a range of carefully selected and risk rated portfolios, you are able to spread your investments across as wide range of asset types and have the flexibility to utilise fund managers who have different styles, meaning that you can create a more balanced and diverse investment solution that suits you.
As you grow older, it is vitally important that when it comes to your retirement, you ensure that you receive expert and professional advice on your retirement planning and achieving your goals.
No matter if you need to set up a new retirement plan, or review one that may already have in place, Consilium Wealth Management Ltd offer many ways to help you make the most of your retirement opportunities.
As a director of a successful business, you may find that you have little or no time to consider your financial objectives or protecting your business.
Careful planning is key and with advice from an expert and well respected company such as Consilium Wealth Management, you can ensure financial security for the long term whilst concentrating on managing your business.
Consilium Wealth Management Ltd can help you today to plan for tomorrow and no matter the financial query, they have the expertise to help and guide you and make the most from your money.
Whether it's planning for retirement, looking after business finance or considering the financial security if your children and looking to invest in ISA's - the team can answer any questions that you may have and offer sound advice.
Consilium Wealth Management Ltd
8 St Mary's Place
Consilium Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.