In a world where services are increasingly moving online or via telephone (sometimes talking to a real person, sometimes not), here at Consulo we are rolling back the years and reverting to the increasingly old fashioned medium of face to face financial planning.
You take your finances seriously (or you wouldn’t be reading this) and so do we. We are passionate about being at the centre of your financial life and engaging with you, your family and your other professional advisers to be with you every step of the way along the journey of life and whatever that may present.
If you are interested in a long term financial relationship where frequent contact and face to face meetings to discuss issues are your priority, you have come to the right place.
You consult with us on a regular and ongoing basis as to your needs and objectives. Consultation is not a one way street and we’ll explore those needs and objectives in detail with you.
We will spend considerable time considering your needs and objectives and how we believe you can best attain them, presenting our thoughts in a clear and transparent way.
As a holistic planning firm we will consider what is truly best for you – not what is right for us. Put simply, we care about you and your long term welfare.
A particular area of expertise to Consulo. We offer a full holistic planning service to guide you and your family through the financial rigours of life staying with you every step of the way. We build trust and understanding so we can advise clients clearly, thoughtfully and with impartiality. We are in it with you for the long haul…
Consulo are adept at providing advice regarding protection in a variety of scenarios, both personal and corporate. From Life insurance to protect family members through to Shareholder Protection and Key man Insurance for companies we have the experience and versatility to deal with all.
Retirement used to be easy but things have changed dramatically over the last decade and there is a bewildering choice of options available. Consulo can guide you through this complex area and offer clear and suitable advice having many years of experience of doing so.
Consulo’s advisers have a wealth of experience in all matters Corporate – from all types of corporate pension scheme from Defined Benefit schemes to Group Personal Pensions through to Group Risk and Income Replacement policies.