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.

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 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 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.

Gill joined Consilium in 2021 as an administrator. She works alongside Krista and Teresa, assisting in the work we carry out on behalf of our personal clients and the group flexible benefits schemes we administer on behalf of business clients.

This is Gill’s first role in the financial services sector but she has a lot of administrative experience from her previous work.

In her free time, Gill likes spending time with family and friends, walking and reading.

Teresa joined the Consilium Financial Planning team in December 2022 on a part-time basis. In her spare time, she enjoys watching movies, listening to music and spending time with her family.

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.

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.

Stuart joined Consilium in February 2020 as a Mortgage Adviser.  His background is in customer services, so attention to detail and looking after customer needs are top of his priorities.

Stuart offers home and evening appointments and a personalised service.

Stuart is married and has two boys. Hobbies include Golf and he has an interested in all sports.