Prior to becoming a Director at Consilium Financial Services Ltd in November 2018, Jason has worked as a Financial Adviser since January 2007.
Jason has gained experience working at large firms including The Co-Operative and Santander UK and Burton Financial Services. Jason holds the following qualifications CeFA levels 1-4, CeMap 2 & 3 and QC level 4 diploma qualified which enables him to advise on all areas you may require.
Prior to becoming a Director at Consilium Financial Services Ltd in November 2018, Dan has been a Financial Adviser at Burton Financial Services for 14 years and has over 20 years’ experience in the financial services industry.
He is QC level 4 diploma qualified and advices on all areas of financial advice including pensions, investments and mortgages.
Dan lives with his family in Macclesfield.
Prior to becoming a Director at Consilium Financial Services Ltd in November 2018, Dan has been a Financial Adviser at Burton Financial Services since April 2011 after working in a number of roles for large financial firms including Training & Competence Supervisor and Compliance at Friends Provident and Financial Planning Manager at RBS/NatWest Private Banking.
Dan is QC level 4 Diploma Qualified and covers all areas of advice including Mortgages, Workplaces Pensions, Protection (Life Insurance), pre/post retirement, Investments, Inheritance Tax and Trust planning.
In Dan’s spare time he is an FA level 3 football coach.
Prior to becoming office manager at Consilium Financial Services, Amanda worked as an administrator at Burton Financial Services for 7 years. Previously Amanda has 21 years experience within financial services working for Natwest, the last eight years as a Relationship Manager in the private banking sector.
Amanada lives in Cheadle Hulme with her family