Meet the team

Director

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.

Director

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.

Director

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.

Administrator

Kinga has extensive experience across private and commercial banking and financial services, having worked in relationship management, risk management and support roles throughout her career.

Adviser

Gary joined Consilium Financial Services Ltd in September 2024, having worked within the financial services industry for over 25 years.

He is level 4 Diploma qualified and advises on all areas of financial matters, including pensions and investments.

Gary lives with his family in Cheadle Hulme.

In his spare time, Gary is a keen motorsport enthusiast and attends motor rallies across the UK and Europe with his son.