Consilio Consulting are based in Surrey. We are Independent which means our duty is solely to you – our client. We will propose solutions based on researching the whole of market. We continuously monitor the financial services market, conducting our own due diligence to ensure we recommend the most appropriate solutions for your financial needs.
Consilio Consulting is an appointed representative of Pembroke Consulting, an Independent Financial Advisers and Wealth Management company established in 1996.
Consilio Consulting advises a broad spectrum of SMEs, larger businesses, and High Net Worth private clients on a range of corporate and personal financial planning issues. We use technology and our expertise to deliver solutions that are tailor-made for each client. This is then supported by an excellent ongoing service.
Please browse our website to find out more about who we are, our experience and expertise, and how this will work for you.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.
Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.
The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.
Consilio Consulting are regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.
Consilio Consulting have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can be confident you are dealing with one of the UK's leading firms who are wholly committed to providing you with the best possible advice, service and support.
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS'). Please see the following link for further details http://financial-ombudsman.org.uk/
At Consilio Consulting, we provide comprehensive tax-efficient financial planning services for High Net Worth private and Corporate clients. We will work with you to understand your current position and financial goals. We will then build a bespoke solution utilising our expertise in a number of core areas.
Read MoreOur work at Consilio Consulting brings us into contact with companies of all sizes across the UK. How you structure your financial affairs can have a significant impact on the amount of tax you pay, both within your company and personally.
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