Our Approach

At Consilio Consulting, we make sure we take the time to understand your needs and financial objectives before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices.

Our Approach

At Consilio Consulting, we make sure we take the time to understand your needs and financial objectives before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices.

We will work closely with your existing professional intermediaries, such as accountants and solicitors, delivering a complete service to provide you with a full suite of tax-efficient planning solutions. Our team of specialists ensure that the solutions we offer are described in a clear concise format.

We follow a six-step process:

  • Initial meeting and review – The initial meeting is without charge and will help in identifying your objectives
  • Getting to know you – gathering relevant information
  • Analysis – an evaluation of your particular financial situation and importantly your attitude to risk
  • Recommendation – developing a strategic long term plan
  • Implementation – reaching an agreement on how and when the plan will be followed
  • Ongoing service and relationship – regularly monitoring your situation and adapting your plan. Assessing the sustainability and performance of your products and investments on a regular basis.

Why use Consilio Consulting?

Suitable advice
We are not tied to any financial providers and can therefore offer truly independent advice.

Simplifying the process
We do business in a way and at a time that suits you

Easy to understand
We listen to your requirements and use our experience to find the best solutions. We will explain the process and solutions clearly and concisely.

Relationships
You have one dedicated adviser, who understands your position and will meet with you regularly. Your adviser will be on call to you whenever needed during the year. Our aim is for this to become the start of a long-term relationship.

For Private Clients

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.

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For Corporate Clients

Our 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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For Tax Planning
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