Consort Financial Planning

Consort Financial Planning is a dedicated team of experienced financial planners based in Holbeach, Lincolnshire. We offer tailored financial advice to individuals and families across the UK, helping them achieve their financial goals and navigate life's financial challenges.

Planning for your finances

• Buying your home: We guide you through the process of securing your dream home, whether you're a first-time buyer or looking to remortgage.
• Growing your wealth: We create a personalized investment plan to maximize your savings and investments for the future.
• Retirement planning: We help you plan for a comfortable and secure retirement, considering your individual needs and aspirations.

Protecting your financial future

• Critical illness protection: We ensure your family is financially protected in the event of a serious illness or disability.
• Life insurance: We provide guidance on securing adequate life insurance coverage to protect your loved ones in the event of your passing.
• Inheritance planning: We help you mitigate inheritance tax and ensure your wealth is distributed according to your wishes.

Financial guidance tailored to you

• We take the time to understand your individual circumstances, goals, and risk tolerance.
• We provide clear and concise explanations in accessible language, ensuring you understand your financial options.
• We partner with you to make informed decisions and implement your financial plan.

Our core values

• Integrity: We operate with transparency and honesty, always placing your best interests first.
• Transparency: We clearly explain all fees and charges, and provide regular updates on your financial plan.
• Accessibility: We are readily available to answer your questions and address your concerns.

Why choose Consort Financial Planning?

• Experienced and qualified financial planners
• Bespoke and personalized financial plans
• Transparent and clear communication
• Client-focused approach
• Dedicated to building lasting relationships