Trustworthy Financial Planning

Expertise to propel you to financial freedom

Welcome

Consilium Asset Management provide independent, impartial financial advice to business owners and senior executives in the Bristol, area.

We specialise in retirement, investments and tax planning, helping you to achieve your life goals and ambitions.

Our aim is to help you develop and protect your wealth using our proven lifestyle financial planning process.

Why not watch the video to find out a little bit more about us. 

Our typical clients

Many of our clients are business owners. Let us spend our time looking at your finances, allowing you to concentrate on running your business. As financial experts we can also advise on ways to incorporate the business into your financial plans and ensure you have the right insurances.
As a professional we know how hard you work and we are here to help ensure this hard work results in the important things in life, such as buying a house, starting a family and retirement. Make a financial plan now to achieve your life goals and create work life balance.
It’s never too soon or too late to think about retirement. We help many clients based in Bristol, Bath and South Gloucestershire to plan the retirement they want to have. With pension freedom there is now more flexibility but with this also greater risk, so it is very important to understand how this will affect you and your retirement.

News and Blog Posts

Investment commentary Q1 2020

Global pandemic impact The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and

Investing for the long term

March 2020 will long be remembered as a month when information overload was tested beyond imagination. Embattled investors had to deal, not only with an

Market Volatility and the virus

Long term investment principles The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and

Global Investment Outlook 2020

Our thoughts for 2020 Two thousand and nineteen has overall produced strong returns for investors even though volatility increased in equity and bond markets over

A HUMAN APPROACH TO SMART PLANNING

Choose Consilium Asset Management to construct a clever plan tailored for you. Speak with financial advisors who care about your future and listen to your desires.

Questions And Answers

Consilium Asset Management provides independent advice and is regulated by the Financial Conduct Authority. We are free to search the whole of the market to find and provide the right product for you.

Our strong desire to truly help people achieve what they want in life, through making the best financial plans.

We understand that every client is different with a variety of needs and our fees will reflect this. We will not carry our any work on your behalf until you are happy

Once we understand you requirements we will provide you with a fixed fee quote for the work to be carried out. 

Our normal working hours are 9 to 5 Monday to Friday. We do offer our clients a secure portal to send messages to us and securely send documents to us.

Evidence based investing considers that Index and ETF based investing is for most clients the approriate low cost form of investing. 

Yes we do. In fact the majority of your clients invest in a sustainable, ethical way.

We hope our section “How we can help” will demonstrate what we can do for you. To arrange a meeting or to find out more, please call on 01454 321511 or use our contact form.