Hitchin Office

Woodside House, 18-19 Walsworth Road, Hitchin SG4 9SP

Telephone: 01462 421775

Kevin Morgan, Dip.FA MLIBF, Managing Director

01462 421775

About Kevin

Kevin has over 35 years experience in financial services. He specialises in provision of holistic financial advice as well as heading up the company’s day to day activities. Areas of specialism are general financial planning and majoring on appropriate investments for both individuals and companies.

Martin Ward, cemap, Senior Mortgage Adviser

01462 421775

About Martin

Martin is Consilium’s Senior Mortgage Adviser. Martin has many years experience within banking as well as mortgage planning. He has a depth of knowledge unrivalled in the mortgage world and is always happy to help Consilium’s clients secure the “right deal” to suit their own very individual and particular circumstances.

Ian Ormiston, ACII Cert.PFS, Independent Financial Adviser and Chartered Insurance Broker

01462 421775

About Ian

Ian has more than 50 years in the financial services industry and more than 35 as an IFA. Advice is based on a small group of long-standing corporate clients and is concentrated on pensions and employee benefits. Periodic threats to retire seem to come and go but never materialise. Ian is an associate of the Chartered Insurance Institute, and a Chartered Insurance Broker.

Aaron Maxwell

01462 421775

About Aaron

Aaron has been working with us here at Consilium Financial Planning Ltd since September 2015 after finishing school. He has already completed his level 3 qualifications in ‘Financial Administration’ and is now working towards his level 4 qualifications while looking to take on a new role within Consilium as a Paraplanner.

Krista Leeks, Office Manager

01462 421775

About Krista

Krista has been working for Consilium Financial Planning Ltd since 2006.  Krista’s role is to maintain office services by organising operations and procedures which includes reviewing files, controlling correspondence, assigning and monitoring clericial functions.

In her spare time Krista enjoys spending time with her husband, young son, family and friends.

Leigh Edwards, Administrator

01462 421775

About Leigh

Leigh has been part of Consilium Financial Planning Ltd since July 2016. Leigh’s role is dealing with client queries on a day to day basis, updating clients personal details and general office duties.

Her spare time is taken up with her family and young son.

Jackie Logan

01462 421775

About Jackie

Jackie has worked part time for Kevin at Consilium Financial Planning Ltd since 2001 as an audio typist.

In her spare time Jackie enjoys spending time with her grandchildren and walking with her husband.

Luton Office

47 Cromer Way, Luton, Beds LU2 7EE

Telephone: 01582 731684

 

Fred Harper, Cert PFS, Financial Adviser

Office: 01582 731684 Mobile: 07768 995 345

About Fred

Fred has been in the financial services industry since he left school.  He has been advising on mortgages and life assurances for over 25 years and has been at Consilium Financial Planning for over 10 years, he is also authorised to advise on later life lending.  Fred prides himself on offering a personal service to his clients at Consilium which includes home visits and evening appointments.

KayCrabtree, BA (Hons) Certs CII (MP & ER), Mortgage Adviser

Office: 01582 731684 Mobile: 07766 071 644

About Kay

Kay specialises in Mortgage Advice, Protection and Insurance and Later Life Lending at Consilium Financial Planning Ltd.  Kay prides herself on ensuring client needs are central to her advisory process which means that her clients are given the best advice based on their situation and finances, guiding them through the whole process.

Our principal advisers are ably supported and backed up by an efficient administration team.

Consilium Financial Planning Limited believes firmly in the Financial Conduct Authority’s (FCA) initiative on Treating Customers Fairly (TCF).