It is vital that you have a thorough understanding of the solutions available to your clients and contacts to maximise the benefits of working with Consilio. This is achieved with a full presentation covering the technical aspects of our services, advice process, our commitment to compliance, and to agree the way we engage with your clients. Our relationship is formalized with an' Introducer Agreement' formally setting out how we will work together.
We work with introducers ranging from sole practitioners through to medium sized practices and national firms. In each case they have a desire to ensure their clients are provided with the best, regulated and up to date solutions for their businesses or personal finances. These firms recognise the value and the enhanced reputation they earn from forming a close working relationship with Consilio.
Though based in Surrey, we work with firms throughout the UK, and are pleased to meet in person or by virtual meeting.
We are always happy to meet new introducers, and are committed to developing a mutually beneficial long term relationnship.
Case StudiesAt 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.
Read More