Established in 2014, Consilium Financial Management is a financial advisory firm offering expert advice across the full spectrum of financial planning matters, including Inheritance Tax, savings and investments, pensions, protection, retirement and later-life planning.
The company’s founder, Tuli Ghosh, is a highly qualified Chartered Financial Planner and defined benefit pension specialist with over two decades of experience in the financial services industry.
She takes a client-led approach to the advice process, always endeavouring to work at each individual client’s pace and make the process as easy and enjoyable as possible. She works hard to build and maintain long-term relationships with her clients, ensuring that they know they can approach her about their arrangements at any time.
Tuli’s enthusiasm and conscientiousness give her clients the confidence and peace of mind that their finances are being taken care of, removing the burden of money worries and ensuring they are on track to meet their goals, both now and in the future.
If you are looking for peace of mind in your finances, then please do get in touch to get started on your financial planning journey.
Company Details
- Founded
- -
- Address
- Old Broad Street, London,england,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Defined Benefit Pensions, Inheritance Tax, Investments, Pensions, Later Life Planning, Retirement Planning, Long-Term Care.
- HQ
- London, England
Consilium Financial Management Questions
Consilium Financial Management's website is https://consiliumfinancial.co.uk/
Consilium Financial Management's LinkedIn profile is https://uk.linkedin.com/company/consilium-financial-management
Consilium Financial Management's industry is
Financial Services
Consilium Financial Management's top competitors are
Vital Financial Planning Ltd,
We Complement,
Cahoot,
Ruth Hayman Trust,
Heritage Financial Planning Ltd,
Richard Bamber & Company,
Swelll,
Afrelib Trust,
Known Talent,
William James Financial Services.
Consilium Financial Management's categories are Financial Services
Consilium Financial Management's founding year is 2014
