Woodside House, 18-19 Walsworth Road, Hitchin SG4 9SP
Telephone: 01462 421775
Kevin Morgan Dip FA, Managing Director
Kevin has over 25 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 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.
This year Ian celebrates 50 years in the financial services industry, 30 of them 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.
Krista Leeks, Office Manager
Krista has been working for Consilium Financial Planning Limited for 10 years now. Her role is to maintain office services by organizing operations and procedures which includes reviewing files, controlling correspondence; assigning and monitoring clerical functions.
In her spare time she is kept busy with her husband and young son and enjoys spending time with friends and family.
9-15 Adelaide Street, Luton, Bedfordshire LU1 5BJ
Telephone: 01582 731684
Fred has been in the financial services industry since leaving school 47 years ago. He has been advising on mortgages and life assurance for over 20 years and is now authorized to advise on equity release schemes. He prides himself in offering a personal service to clients which include home visits and evening appointments.
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).