Business Details
22 Years
experience
Your Trusted Financial Partner in Holbeach
Established in 2004, we provide tailored financial planning services rooted in over three decades of industry experience. Our approach prioritises client needs, combining expertise in pensions, investments, and retirement planning with a commitment to transparency and empathy. We serve clients across Lincolnshire and surrounding areas, offering continuity through long-term advisory relationships. Our team draws on international experience, having worked in both the UK and Canada, to deliver solutions that balance risk and reward. We focus on optimising savings potential while protecting against financial threats, guided by a philosophy of common-sense advice and client empowerment.Our services encompass mortgage restructuring, equity release, inheritance tax planning, and comprehensive wealth management strategies. We maintain regulatory compliance through our association with The On-Line Partnership Limited, authorised by the Financial Conduct Authority. Our anniversary celebrations in 2024 highlighted both our local community engagement and dedication to client-centric service.
Services
Mortgage Advice
Wealth Management
Pension Planning
Inheritance Tax
Equity Release
Investment Strategies
Retirement Planning
Income Protection
Estate Planning
Financial Reviews
Details
- Year established: 2004
Highlights and features
- We offer 30+ years of combined advisory experience across the UK and Canada
- Our team maintains regulatory compliance through FCA-authorised partnerships
- We provide transparent communication without industry jargon
- Our client-centric approach prioritises long-term financial security
- We combine technical expertise with empathetic, personalised service
Associations and certifications
- Financial Conduct Authority
What people say
Brilliant office manager
Listens to what we want
Financial dignity maintained
Beyond call of duty
Clear and concise manner
Services
Retirement Planning
We help clients prepare for retirement by creating tailored strategies that optimise pension pots and manage income streams. Our approach considers tax efficiency, investment growth, and long-term care needs. We specialise in navigating pension freedoms and ensuring financial security during retirement years.
Wealth Management
Our wealth management services focus on growing capital through diversified investment strategies. We offer guidance on ISAs, unit trusts, and offshore bonds while balancing risk management with growth potential. The service includes regular portfolio reviews and tax-efficient planning.
Mortgage Advice
We provide comprehensive mortgage solutions for first-time buyers and remortgaging clients. Our expertise covers equity release schemes, repayment strategies, and navigating complex property finance arrangements. We help clients find suitable mortgage products aligned with their financial goals.
Inheritance Tax
Our tax planning service focuses on minimising inheritance tax liabilities through strategic asset management. We offer guidance on trusts, gifting strategies, and lifetime exemptions while maintaining financial dignity for clients and their beneficiaries.
Financial Reviews
We conduct comprehensive reviews of existing financial arrangements to identify gaps and opportunities. Our analysis covers pensions, investments, and protection policies, providing actionable recommendations to enhance financial security and align with current objectives.
People
Andrew J Brook
Financial Adviser
With 30+ years' experience since 1987, Andrew established Consort in 2004 after working in Canada and the UK. He specialises in holistic financial planning, combining technical expertise with client-focused advice.
Heidi McPherson
Office Manager
Heidi brings 20+ years' financial services experience from Standard Life and London IFA firms. She has managed office operations at Consort since 2014, providing client support and administrative expertise.
Questions
What financial planning services do you offer?
We specialise in pensions, investments, retirement planning, mortgage advice, equity release, and inheritance tax planning tailored to individual client needs.
How do you approach client financial planning?
We combine technical expertise with empathetic guidance, focusing on long-term security through transparent communication and personalised wealth management strategies.
Are you regulated by financial authorities?
Yes, we operate under The On-Line Partnership Limited, authorised and regulated by the Financial Conduct Authority (FRN 192638).
How long have you served the Holbeach community?
Since 2004, building on our advisor's 30+ years of industry experience across the UK and Canada.
Do you support local charities?
Yes, we actively support Lincs and Notts Air Ambulance through our anniversary fundraising initiatives and community engagement.
