Here’s why…

In a world where services are increasingly moving online or via telephone (sometimes talking to a real person, sometimes not), here at Consulo we are rolling back the years and reverting to the increasingly old fashioned medium of face to face financial planning.

You take your finances seriously (or you wouldn’t be reading this) and so do we. We are passionate about being at the centre of your financial life and engaging with you, your family and your other professional advisers to be with you every step of the way along the journey of life and whatever that may present.

If you are interested in a long term financial relationship where frequent contact and face to face meetings to discuss issues are your priority, you have come to the right place.

We take a different approach

Name: Consulo Financial Planning
Address: 12 Appleton Court, Durkar, WF2 7AR, GB
Telephone: 01924 664 999

to financial planning.

Consult

You consult with us on a regular and ongoing basis as to your needs and objectives. Consultation is not a one way street and we’ll explore those needs and objectives in detail with you.

Reflect

We will spend considerable time considering your needs and objectives and how we believe you can best attain them, presenting our thoughts in a clear and transparent way.

Care

As a holistic planning firm we will consider what is truly best for you – not what is right for us. Put simply, we care about you and your long term welfare.

Wealth

A particular area of expertise to Consulo. We offer a full holistic planning service to guide you and your family through the financial rigours of life staying with you every step of the way. We build trust and understanding so we can advise clients clearly, thoughtfully and with impartiality. We are in it with you for the long haul…

Protect

Consulo are adept at providing advice regarding protection in a variety of scenarios, both personal and corporate. From Life insurance to protect family members through to Shareholder Protection and Key man Insurance for companies we have the experience and versatility to deal with all.

Retirement

Retirement used to be easy but things have changed dramatically over the last decade and there is a bewildering choice of options available. Consulo can guide you through this complex area and offer clear and suitable advice having many years of experience of doing so.

Corporate

Consulo’s advisers have a wealth of experience in all matters Corporate – from all types of corporate pension scheme from Defined Benefit schemes to Group Personal Pensions through to Group Risk and Income Replacement policies.

Peter Smith

07827 274 952

Peter has worked in Financial Services for over 25 years and advises predominantly private clients and has done so for nearly 10 years. Prior to forming Consulo with Rob, Peter initially worked for Aviva where he built up his specialist pension expertise before joining a family insurance and financial services business based originally in Leeds and Wakefield (R.P. Hodson) in 1998. Here, Peter quickly learnt that the client comes first and that professional, personal service was key to the success of the business. That business grew into Oval and then was eventually sold to a large American firm, Arthur J Gallagher, in April 2014.

At this point, Peter felt it was time for a new chapter in his financial planning career so that he could practice the client first ethos that he cares so passionately about and decided to set up Consulo with Rob.

Peter holds the Advanced Diploma in Financial Planning and was a Pension Transfer Specialist in his previous roles. When he is not working, Peter enjoys spending quality time with his family and children.

Email Peter

Rob Otter

07900 111 114

Rob has been working in financial services for in excess of 20 years and has been advising both Private and Corporate clients for the last 14 years. Prior to developing Consulo with Peter, Rob worked for that entire time period at what was Oval Financial Services (now Arthur J Gallagher) and prior to Oval at the founding company, R.P. Hodson Financial Services Ltd. Rob was a Director at R.P Hodsons from 2001 until the acquisition of the business by Oval in 2003 whence he became a Director on the Oval Financial Services Board until 2012 serving as that firm’s Governance Director with responsibility for Risk and Compliance from 2004 until 2012. Rob continued to service clients whilst Governance Director at Oval but noting that Governance in a rapidly growing business was taking up an increasing amount of his time elected in late 2012 to move back to what he loved best, namely face to face servicing of clients full time.

Rob is a graduate of Newcastle Polytechnic Business School and is a Chartered Financial Planner. Rob is married with three young children who fully occupy his time outside of Financial Services.

Email Rob

Sarah Wade

01924 229 504

Sarah has a wealth of experience in supporting Financial Planners having done so for many years and has also worked with Peter and Rob previously at Oval and so they were delighted when she agreed to join them following Angela’s retirement having known her for nearly 20 years. She shares the same customer values as the rest of the team and has a wide range of knowledge on all aspects of Wealth and Corporate Planning so was a perfect fit for Consulo.

Sarah is a mother of two children and keeps very active in her spare time, in fact we struggle to keep up with her at times whether she’s ski-ing, keeping fit or socialising with friends.

Email Sarah

Simon Thornton

01924 229 503

Simon has over 25 years experience in Financial Services working with both Private and Corporate clients. Prior to moving to Consulo, Simon was employed with Friends Provident and then AIG Life as a Consultant working closely with Financial Advisers. He then joined Rob and Peter at R.P. Hodson Financial Services in 1999 (later to become Oval) where he became Employee Benefits Manager focussing on developing the corporate business and providing a first class service to clients.

Simon holds the Certificate of Financial Planning and Group Risk qualification.

Email Simon

Directions

Consulo Financial Planning are conveniently located on Calder Park business park just seconds away from J39 of the M1 near Wakefield with plenty of free parking available adjacent to our offices.

From M1

Exit at Junction 39 and take the A636 (Denby Dale Road) towards Wakefield.

At the next roundabout, take the first exit into Calder Park and then at the next roundabout take the third exit onto Thomas Maddison Lane.

Go past the Red Kite/Premier Inn exit and we are the next turning on the right, Appleton Court.

Bear right into the courtyard and we are Number 12 on the left towards the end of the block.

From Wakefield

Head out towards the M1 on the A636 (Denby Dale Road) towards Junction 39.

At the last roundabout prior to reaching the M1, take the third exit into Calder Park and then at the next roundabout take the third exit onto Thomas Maddison Lane.