“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention.”
“Professional approach with explanations presented that were easy to understand. Max 3400”
“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing…
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…
On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our…
We are very confident & comfortable in Rob’s advice; he is pleasant, and we would recommend his advice to anyone. He also manages our son’s financial affairs, and they are…
“I have been a client with Consortium Private Wealth for several years and would have no hesitation to recommend their services to anyone looking at retiring. We have dealt with…