This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. East Of England
  6. breadcrumbs-arrow
  7. Hertfordshire
  8. breadcrumbs-arrow
  9. St Albans
  10. breadcrumbs-arrow
  11. Consilia Wealth Management

Consilia Wealth Management

Independent Financial Adviser Clockhouse Court, 5-7 London Road, St Albans, Herts, AL1 1LA
FCA verified
15th July 2019
As a Chartered Firm we are amongst an elite group of Independent Financial Planning firms
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Chequer Financial Services
Independent Financial Adviser 0.08 mi
Our principle aim is to help people understand, protect and increase upon their assets.
 
See profile
Susan Hill Financial Planning
Independent Financial Adviser 0.08 mi
Making money work harder. Working with people 50+ who need their investment and pension portfolio to provide financial security.
 
See profile
The Private Office
Independent Financial Adviser 0.1 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile
Brilliance Financial Planning
Independent Financial Adviser 0.14 mi
We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.