Financial Planners Elite

Directory of the Leading UK Financial Advisers

Diane Needham

FPFS SOLLA

CERTIFIED FINANCIAL PLANNER, CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mrs
First name
Diane
Last name
Needham
Qualification Letters
FPFS SOLLA
Status
  • CERTIFIED FINANCIAL PLANNER
  • CHARTERED FINANCIAL PLANNER
Gender
Female
 

Contact Details

Job Title
Partner/ Chartered Financial Planner
Organization
Consilia Wealth Management
Company logo
Phone
01727 832 166
Business address
Clock House Court
Address line 2
5-7 London Road
Town/city
St Albans
County
Herts
Postcode
AL1 1LA
Local postcode area
AL
Region
England - South East
Regions served
  • Select
  • England - South East
Other postcode areas served
  • HP
  • SG
  • WD
  • Other
 

Financial Planning Service

Our Service in Brief
Consilia Wealth Management prides itself on being a Chartered Firm of Financial Planners providing independent, fee-based comprehensive financial planning and investment management services.

As a Chartered Firm we are amongst an elite group of Independent Financial Planning firms delivering the highest level of bespoke financial plans and portfolio strategy for each of our clients.

We believe our clients are the most important component of our business. We treat each client as an individual and work to provide a personal solution
About our Service
We put our clients’ interests first
Our Client Steering Committee ensures we deliver the highest quality of service
We employ an Investment Committee who ensure our investment recommendations remain on track and take account of ongoing economic, tax and legislation changes.
We represent a limited number of new clients to ensure the highest levels of service
Such areas of expertise we focus on include services for divorcees & estate planning
Our business is built on the success of long term personal relationships and knowing our clients and their families
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Long term care fees planning
  • Other
Other services
Investment Management
Specialist in
Long term care fees planning
Ideal Clients
those with a salary over £100,000
or with liquid assets of £300,000 to £10 million.
How we Charge
Consilia offers advice on an hourly rate and fixed fee retainers. The inital meeting is always free of charge.
 

Personal Information

Background
I have been an IFA since 2001, previously worked in banks
Family/social
I am married with no children and two very spiolt cats
Interests
Horse riding, reading, history, keep fit, gardening, country walks, Volunteer instructor for Riding for Disabled
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