Consilia Wealth Management

Independent Financial Adviser Clockhouse Court, 5-7 London Road, St Albans, Herts, AL1 1LA
FCA verified
10th September 2018
As a Chartered Firm we are amongst an elite group of Independent Financial Planning firms
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Diane Needham FPFS SOLLA
Partner/ Chartered Financial Planner
adviser-person
Darren Sunter
Partner
adviser-person
Michelle Midgen APFS
Partner, Chartered Financial Planner
Where to find us

Clockhouse Court, 5-7 London Road, St Albans, Herts, AL1 1LA

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.

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

Authorised and Regulated by the Financial Conduct Authority. Registration Number 577504
Registered in England and Wales; Partnership No. OC373179.

IMPORTANT NOTICE
This notice is from Consilia Wealth Management. This communication and any attachments may contain information which is confidential and is for the exclusive use of the intended recipient(s). If you are not the intended recipient(s) please note that any form of disclosure, distribution, copying or use of this communication or the information in it or in any attachments is strictly prohibited and may be unlawful. Internet communications cannot be guaranteed to be secure or error free, as information could be intercepted, corrupted, amended, lost, destroyed, arrive late or incomplete, or contain viruses. We do not accept liability for any such matters or their consequences

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