Your Future, Planned to Perfection

Your Trusted Team of Bristol Based Financial Advisers.

Pension & Retirement Planning

Plan a worry-free retirement with our expert guidance, achieving financial security and your desired lifestyle.

Pension Advice

Business Financial Planning

Achieve financial clarity and strategic growth for your business with bespoke financial planning services tailored to your needs.

Business planning

Investment Management

Transform your savings into growth with dynamic investment management strategies tailored to your unique financial goals.

Investment Advice

At Consilium Asset Management, we specialise in helping clients with their retirement planning. Life seems much more complicated now than it did a few years ago, but for many people, planning for retirement can seem complex and confusing.

Whether you are near, in retirement, or have some time to go, we can help you.

Income in retirement can come from many sources, such as rental properties, investments, pensions, and businesses. Pulling this altogether might seem complicated, but that’s where we come in.

Our unique Retirement and Wealth Management strategy can make all the difference in retirement.

About Consilium

The majority of our clients have a number of concerns about their finances

“We need guidance and a plan to take us into retirement.”

“We want our investments to work well and as well as being tax efficient.”

“We want to good  standard of living & the retirement we always dreamed of.”

Value of advice

Financial Advice and the Benefits

A 2020 study suggests advice could enhance returns by 3% each year. To find out more information click the button below.

*Vanguard UK – Putting a value on your value Advisers Alpha in the UK – June 2020

What we can do for you.

Planning Today For A Secure Tomorrow.

Explore

We help navigate your financial priorities.

Confidence

Your retirement plan is on the right path

Builing your financial plan

Build

Dreams and aspirations are your plan’s foundation.

Building your financial plan

Choice

Choice allows focus on essentials like family and friends.

Refine

We’ll adjust your plan after showing it to you.

Freedom

Have the freedom in retirement that you have dreamed of.

Customer Reviews

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Get in touch

Book an introductory call with one of our planners to discuss what’s important to you…

Fill out our callback form, and one of our local advisors will contact you at a convenient time.