Consortium Wealth Management Limited
David Atkinson
CeMAP, CeFA, CeRER, Chartered ALIBF
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
About
Consortium Wealth Management Ltd was established in 2015, when its Director David Atkinson accepted an invitation to join St. James's Place. Prior to this he was independent for 6 years.
The essence of the business is to help make it easier and simpler for you to manage your wealth. We can achieve this through the provision of personal, trusted, face-to-face wealth management advice that is designed to suit your individual long-term requirements.
We can help address straightforward issues and resolve more complex multi-faceted problems. There are no off-the-shelf solutions as our experience is that every single client has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.
Relationships are important to us. We work closely with our clients, building relationships based on trust. This ensures that we are able to provide appropriate advice tailored to financial needs and future aspirations when it is needed.
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Advice and services
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 22/03/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
