Bespoke Reports Charting Your Plan’s Progress.
As forward-thinking financial advisers, we want to give you the best information possible to enable you to make informed financial decisions in line with your personal plan.
To do this we use Voyant, an interactive software provider, to bring you the Consilium Configurator.
From inputting your financial information (such as income / expenditure, any debt / loan interest rates, pension and investments, etc) we are able to view bespoke reports charting your plan’s progress. You can follow the specific advice we have provided and see the impact on your plan’s ultimate future success.
Hannah Creighton, Director at Consilium, said:
“As a starting point and as part of your annual review we find the configurator a really useful tool in bringing to life our advice and mapping your cashflow situation. This analytical and forecasting software adds true value by allowing us to plan and predict, on your behalf, your future financial wellbeing.”
We are always available to demonstrate the configurator to you – just contact us for a meeting to discuss.
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