We conduct a thorough risk profile evaluation prior to building your investment portfolio, to ensure the solution corresponds with your long-term objectives.
We offer a range of individual funds and risk-rated portfolios to help diversify your investments across a wide range of asset classes. We work with award winning investment platforms, fund managers and discretionary portfolio managers and provide you with online access to allow you to monitor your investments. Our independence ensures you receive impartial advice.
The value of your investments will be directly linked to the performance of the funds and portfolios you select, and the value can therefore go down as well as up. You may get back less than you invested. You should also bear in mind that the levels and bases of taxation, and reliefs from taxation, can change at any time, and are generally dependent on individual circumstances.
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.
Consilio Consulting offers advice to clients on a wide range of financial services including the following:
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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