Unlock Financial Success with CI Consultancy

Our dedicated team of financial experts is committed to provide services that are custom-tailored to meet your unique needs.

Why choose CI-Consultancy?

  • Experience: Our team of financial advisors has over 30 years of combined experience.

  • Expertise: We are experts in all areas of personal finance.

  • Personalization: We take the time to understand your unique needs and goals.

  • Commitment: We are committed to your financial success.

  • Results: We have a proven track record of helping clients achieve their financial goals.

Our Services

Financial Planning

Wealth Management

Tax Planning

UK Pension Transfers

Why You Need Financial Planning

Just like you wouldn’t embark on a road trip without a map, you shouldn’t navigate your financial journey without a plan

About Us

At CI-Consultancy, we believe everyone deserves access to personalized financial advice that empowers them to achieve their unique goals. We are passionate about helping individuals and families build secure and fulfilling futures through tailored financial strategies, asset protection, and comprehensive investment planning.

Beyond our expertise, we are committed to:

  • Transparency: We believe in open communication and provide clear and concise explanations of all financial options and strategies.
  • Integrity: We act with the utmost honesty and ethical conduct, always putting your best interests first.
  • Accessibility: We offer flexible appointment options and competitive fees to ensure our services are accessible to everyone.

What Our Clients Say

I've been working with CI Consultancy for over 5 years now, and I couldn't be happier. Their personalized approach and expertise in investment planning have helped me grow my wealth significantly. They always take the time to explain my options clearly and answer my questions patiently. I feel confident knowing that my financial future is in good hands with CI Consultancy.
Emily, 32, Bristol
Retirement planning was overwhelming, but CI Consultancy made it a breeze. Their knowledgeable team created a retirement plan tailored to my needs and aspirations. Now, I can look forward to a comfortable retirement without any worries.
John, 43, Leeds
Working with CI Consultancy has been a game-changer for my financial well-being. Their team is professional, knowledgeable, and genuinely cares about their clients. I'm so grateful for their help in achieving my financial goals.
Sarah, 35, London
Protecting my assets was a major concern for me, but CI Consultancy gave me the peace of mind I desperately needed. They helped me understand the risks and choose the best options for my situation. Now I can sleep soundly knowing my hard-earned money is safe.
David, 47, Edinburgh


To get started, simply contact us today. We offer a free consultation to discuss your financial goals and how we can help you achieve them.

Yes, we offer a variety of educational resources on our website and through our workshops. We are committed to helping our clients make informed financial decisions.
No, we offer flexible options to meet your needs. You can schedule a virtual or in-person consultation at your convenience. We also offer online tools and resources to help you manage your finances.
Financial planning is the process of creating a roadmap for your financial future. It involves setting goals, analyzing your current financial situation, and developing strategies to achieve your goals.
At CI Consultancy, we recognize the complexities involved in navigating ROPS. Our team of experts possesses extensive knowledge and experience in this area, enabling us to assist you in making informed decisions concerning your pension. We are dedicated to providing you with the flexibility and control you need to manage your finances effectively and achieve your retirement goals.

Book a Free Consultation