Consulo Wealth Solutions

Independent Financial Adviser  Scotch Corner, Berkshire, SL5 0ER
First meeting at adviser's own cost
You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Traded endowment policies
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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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Commercial motor
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Home and leisure
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Large business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Mr Mark Insley
Founder, Managing Director & Wealth Manager

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

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.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Mr Matthew Fagan
Wealth Manager

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

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Claire Calder
Wealth Manager

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

Catriona McCarron
Wealth Manager

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

About us

Consulo Wealth Solutions provides a full range of Financial and Wealth Management Services including Investment and Pension Solutions, Tax Planning, Mortgages and Corporate Planning

Our in-house investment process means you have a decision maker who is closer to you and
understands your circumstances better than any third party. This also takes out any unnecessary additional costs to you.

You can be confident that Consulo Wealth Solutions will take responsibility for the decisions made, and you can trust that the same high level of due diligence is applied across all services.

Our services

We pride ourselves on providing a service capable of handling clients of all sizes, no one is too big or small. We also provide options for both; an ongoing and one-off package-based relationship, while you have a 24/7 online access to your investments.

Using sophisticated financial software, we are able to forecast your financial position year by year. This enables us to combine and alter different factors, such as expenses, inflation, growth rates and tax rates, tailoring everything to you. Cash flow modelling is key in the financial planning process and helps visualise your future financial needs.

Where to find us
Head office address: Scotch Corner, Berkshire, SL5 0ER
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd May 2021

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