About Consequential Planning Ltd

We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
Our Pension and Investment propositions have been designed to reflect a broad selection of the types of multi asset investment strategies available. This gives our clients a wide choice of investment solutions but still maintains a consistent client outcome, which is a risk rated multi asset investment portfolio. In addition, our fee structure and fund selection are based on a close attention to charges, our minimum aim is to provide a positive return in excess of inflation.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Savings:
  • Lump sum
  • Regular savings

  • Business:
  • Group pensions

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