Consilium Wealth Management is warmly welcomed to thebestofbury!
3rd November 2020
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Consilium Wealth Management Ltd provides individuals and companies with full bespoke financial planning solutions. At the root of everything that they do is a strongly held belief in delivering superior service and forming strong relationships based on trust, integrity, and knowledge.

 

Directors Hannah Creighton FPFS, Chartered Financial Planner and Wayne Colman Dip F A have a wealth of experience gained over many years of service in the sector.

Consilium Wealth Management Ltd is a Partner Practice of St James Wealth Management. Both Hannah and Wayne are dedicated to maintaining the highest standards of practice and are passionate about delivering outstanding outcomes for every client.

 

Consilium Wealth Management specialise in providing high quality personal advice on many aspects of wealth management and work toward maximising the benefits. Plus, the firm assists businesses in the increasingly complex area of corporate financial planning providing assistance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.

 

Services offered by Consilium Wealth Management Ltd include:

 

Investment Planning, having the right investments can offer real opportunities to grow your wealth and guard against inflation.

 

Retirement Planning, regardless of your present age gaining the right advice on planning your pension can improve your quality of life when you do retire.

 

Protecting yourself and your estate by providing effective solutions to meet the insurance and protection needs of their clients.

 

The Corporate Services, Consilium, Wealth Management team understand that running a successful business can take priority, leaving little capacity for dealing with matter such as this, Consilium will work with you to plan the financial security of yourself and your employees.

 

Banking and Mortgages, Consilium Wealth Management understand that people may have little time to plan their finances efficiently and will work with you to ensure that your interests are taken care of.

 

Other services are available due to the strong professional relationships built up by Consilium Wealth Management to facilitate your individual needs.

 

Consilium Wealth Management Ltd are committed to:

 

Providing personal face-to-face financial advice.

 

Giving each client the opportunity to review their financial affairs regularly.

Effectively managing your investments through their distinctive approach.

 

Keeping you informed of the latest news and any changes that may affect you.

 

Listening to your feedback.

 

Ensuring that their dealings with you are sensitive to your needs.

 

Consilium Wealth Management is at your service, contact them today to make the best of your financial security!

 

https://www.thebestof.co.uk/local/bury/business-guide/feature/consilium-wealth-management-ltd/

 

 

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Debi F

Member since: 10th July 2012

Need a trusted local supplier of goods or services? Look no further! I'm Debi Fellone and I've run thebestofbury since 2006. I spend my time championing Bury's best businesses on this website, and offline...

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