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  11. Consilia Wealth Management

Consilia Wealth Management

Independent Financial Adviser  Clockhouse Court, St Albans, Herts, AL1 1LA
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FCA authorised
Last authorised 14th June 2021
As a Chartered Firm we are amongst an elite group of Independent Financial Planning firms
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MRS Michelle Midgen APFS
Partner, Chartered Financial Planner
MRS Diane Needham FPFS SOLLA
Partner/ Chartered Financial Planner
MR Darren Sunter
Partner
About us

Our tight knit and experienced team has differing and complementary skills. We all work here because we enjoy what we do and benefit from an unusual business model which allows us the freedom to stay true to our values and work for what we believe in. Shared values and respect for one another leads to a great working environment and emphasises the importance of working for clients who are happy and, in turn, receive a great service from us.

Our services

As a Chartered Firm we are amongst an elite group of Independent Financial Planning firms delivering the highest level of bespoke financial plans and portfolio strategy for each of our clients.

We believe our clients are the most important component of our business. We treat each client as an individual and work to provide a personal solution.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Clockhouse Court, 5-7 London Road, St Albans, Herts, Al1 1LA

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