Consulo Wealth Solutions Ltd is a Wealth Management firm based in Sunningdale, Berkshire and provides restricted financial advice to clients all over the country.
We will take the time to get to know you, understand your values and what you want to achieve. We then help create a tailored financial plan that works for you and provide you with on-going support to help you achieve your goals.
Our approach to financial advice is as it should be: understanding you and your needs, and applying the best of our ability to help you. Meaning you don’t have to spend time worrying about your financial future.
We have chosen to be restricted to Ascot Wealth Platform, an innovative platform designed with the client in mind and Cape Berkshire Asset Management, who run 5 risk-adjusted, multi-asset portfolios, on a discretionary basis for our clients.
Our hope is that we become your trusted financial advice firm and go-to people for financial help and support.