London, panoramic view over Thames river with Millennium bridge, St. Paul and London skyline

How we work

At Consilium Financial Management our advice reflects your needs.

All clients are offered a free initial meeting. If there are areas you can benefit from with our service, we will have a follow up meeting on the course of action required, with the costs associated. We then follow a structured process to ensure that the best advice can be delivered to all clients.

 

1. Initial Meeting

We discuss and establish client’s goals and current financial arrangements

2 .Research & Analysis

Assess all information, establish any perceived risks, gather any additional information from external companies

3. Follow up client meeting

Presenting of the advised solution(s), discuss the strategy and clarify any questions

4. Implementation

Select the most appropriate strategy to attain the client’s objective

5. Future review meetings

Frequency and type depending on which level of service the client has chosen

Want to know more?

To find out more, please call us on 0203 890 2323 or email us enquiries@consiliumfinancial.co.uk

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