About Consolidare Wealth Management Ltd.

A Chartered Financial Planner providing clear, impartial and independent advice. Discussions can be held in person or via email, phone or Zoom.
I am a Chartered Financial Planner with 22 years industry experience and have been registered as an approved adviser with the Financial Conduct Authority since December 2006.I provide independent and impartial advice on the following areas:-Tax Efficient Investment Planning including maximising the use of various tax allowances including ISAs (Individual Savings Accounts)-Retirement Planning including advising on pension funding, reviewing existing pension funds, consolidation exercises (where suitable) for simplification, advising on income options in retirement and Lifetime Allowance and Annual Allowance issues-Inheritance Tax (IHT) Planning including the potential use of Trusts and Business Relief investments, and establishing life assurance to cover IHT liabilities-Business Planning including Shareholder/Partnership Protection, Keyperson Protection, Loan Protection, pension funding for business owners and protecting long term retained profits from potential loss of Business Relief -Personal Protection including life assurance for protecting families or covering mortgages/debts, and Income Protection plans-Long Term Care Planning – specialist annuities for ca
Pensions & retirement: