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

News and Blog Posts

Pension Freedoms

Pension freedoms, introduced on 6 April 2015, have given retirees a whole host of new options. There is no longer a requirement to purchase an annuity

Risk of retirement longevity

A ‘thinking ahead’ mindset is very important in your retirement planning. Do you foresee changes in your approach to investment management decisions when you retire?

Why seek professional financial advice?

Whether you’re starting out or well into your wealth creation journey, professional financial advice help you to define your goals & the path to getting there.

Investment Commentary-Q4 2020

Investment Commentary- October was a challenging month for markets. The increases in COVID-19 cases in Europe and the US weighed heavily

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.