Consilium Financial Services Ltd.

Independent Financial Adviser  Fernbank House, Bollington, Cheshire, SK10 2XA
First meeting at adviser's own cost
At Consilium Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff.
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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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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
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Dan Allman
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jason Brockie
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Dan Dewar
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Jason has advised us over the past number of years and was recommended by word of mouth which is usually the best way of finding good people. He is knowledgeable, will diligently do his homework to find information out for you if the situation requires and is extremely personable. He clearly enjoys what he does which in my experience means people are motivated to do their best for you. I genuinely wouldn't have any constructive criticism to offer Jason.
David Fearnley, Skipton
I was unsure on which life insurance I required for Family Protection as I have two sons that I wanted to protect. Jason was able to advise me of all the options available to me and provide me with the appropriate cover that suited my budget.
Amanda Hedley, Buckie
The birth of our child made us think about getting life insurance. Jason talked us through all the different types of policies available and helped us to choose the most suitable product. He was professional and friendly and we would highly recommend him. We took the policy recommended by Jason and we were and still are happy with this policy.
Samantha McMorland, Lancaster
Jason has now recommended a number of mortgages for us as well as our very first mortgage. He has found us a range of mortgages and advised us on which he thought was best mortgage for us. He was also able to acquire a better rate than going direct to the high street banks. We have since used Jason again for life insurance.
Marc Molloy, Lancaster
I was unsure of the whole financial aspect of searching for mortgage and insurance deals, so thought I would seek the advice of a professional. Jason searched the whole of the market and found the best deal that tailored our needs. He explained in depth the level of cover we were being offered and checked that this was relevant to us. Jason delivered what we were after, he made it a pleasant experience, and everything ran smoothly which is what we were after more importantly. We have since used his services on a regular basis.
Stuart Innes, Buckie
General review of financial situation including current savings and investments. Jason revised my risk assessment and capacity for loss to something I felt more comfortable with. I have been pleased with the advice received and the outcomes have been favourable.
Jackie Fearnley, Lancaster
To review my existing savings and investments. Jason has helped me to sort out my various savings and investments and consolidated them for ease of management both for me now and for my estate potentially later but in a tax efficient way. Everything is now consolidated and easier for me to manage. I now have at least annual reviews with Jason and I know I can call him anytime. I have seen considerable growth on my savings and investments over the time I have seen him and I have just recently de-risked my overall savings and investment portfolio.
Joan Armitstead, Lancaster
Our last few mortgages have been arranged by Jason. Great advice, great deals and excellent service! We will not use any other financial adviser.
Gary Cruickshank, Aberdeen
Jason has provided me with financial advice for over ten years now. These have been difficult years for a small investor, however Jason has always offered me sound advice, relative to my situation. He does not exert pressure but ensures that I have a clear grasp of all the alternatives. Jason has worked hard for me and I have no hesitation in recommending him as a sound financial adviser.
Karl Latimer, Morecambe
I've known Jason for a number of years now and he is a friendly approachable chap with a wide range of knowledge relating to financial products. I would not have been able to get anywhere near the income I now receive without his help.
John White, Lancaster
Jason Brockie has advised my wife and I regarding starting up Stocks & Shares ISA investments with our savings and lump sums following retirement. He was very helpful in setting up the accounts and has followed this up with regular updates and reviews of our investments
Alexander Roberts, Lancaster
Jason is knowledgeable, approachable, clear on advice, will clarify options and follow through, kindly suggest improvements to the way I'm doing things, but also accept some of my own motives even where they might not be financially the most productive. I feel the actions taken from the financial decisions made through Jason's support are holding my wife and myself in a sound position. We are seeing some of the benefits resulting from the investments. Very courteous.
Nick Moule, Lancaster
Jason was recommended to me by other members of my family and he helped us navigate the complex options for transferring and consolidating our pension investments. We had a number of meetings with him, during which he explained everything very clearly and sought to understand our aims and appetite for risk. The transfer has now gone through successfully and I'm sure I'll be calling on Jason's services and advice again in the future.
Paul Fearnley, Nottingham
Buying our first house. Jason helped us with a mortgage through the help to buy scheme. We have bought and moved into our new home so we have had the exact outcome we wanted. I don't think he could have done anything better for us. He helped us understand the costs and helped us find a mortgage that was within our budget. Highly recommended!
Liam Wilkinson, Lancaster
Jason has advised us for a number of years on a range of financial issues, especially relating to our Investment Portfolios. Jason has always been very courteous and professional and we consider him a friend as well as an adviser. Jason brings a wealth of knowledge with him and he is able to explain and simplify the various options available. As a result we feel clear about our choices and confident in our decisions. I can provide Jason with an outline of my financial plans, and he is able to explain the options available and to suggest how best these plans might be fulfilled. We are very happy to have our finances in his capable hands and look forward to our next meeting and financial review.
Dennis Howlett, Morecambe
One of my private pensions was due to expire so needed advice on savings shares and pension. Jason provided me with advice which was valued and excellent with a great understanding of my needs and circumstances. I couldn't fault him. He was brilliant and I would recommend him to anyone, which I've done already.
Brian Smith, Morecambe
I have known Jason Brockie since he was a financial adviser for the Co-operative Bank. He would come to see me on a regular basis as part of my bank account package. I was told that he would 'look after me as well as he would look after a member of his own family' and this is how it has been ever since! I find him very considerate and easy to talk to and he has transformed my financial situation. I would recommend his support and advice to any of my family, friends or colleagues.
Jennifer Holden, Preston
Thanks for all your help with both of our pensions - we would certainly recommend you if we know of anybody looking for a Financial Advisor and if we need any future investment advice, we will be in touch again! Kind regards, Marian and David
Marian Parker, Cheadle Hulme
About us

The team at Consilium Financial Services has many years’ experience providing practical financial planning advice to people, families and businesses in Cheshire and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Consilium Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Our services

We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This helps us understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

Where to find us
Head office address: Fernbank House, Tytherington Business Park, Springwood Way, Macclesfield, Cheshire, SK10 2XA
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020

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If you require comprehensive and independent financial advice from a highly qualified, experienced adviser, then please do get in touch to find out how we can help you take charge of your financial future.