Plan Your Future

With financial confidence

Bristol Based Financial Advisers.

Welcome

As Independent Financial Advisers, we specialise in helping clients with their Investment and retirement planning. Life seems much more busy as well as complicated now compared to a few years ago, but our experienced team can help you.

Our unique Financial Advice Strategy can make all the difference to your finances.

Financial Advisers in Bristol

Secure your financial future

Considering Financial Advice?

Working with a financial planning firm is a big decision.

Our clear and transparent service will help you make the right decisions.

Consilium’s experienced team have over 50 years of combined financial services experience.

The Benefits of Financial Advice

We can demonstrate the additional value you get when you use a financial planning firm.

Financial advice helps you make intelligent decisions, maximise investments, and plan for a secure future, offering peace of mind and financial confidence.

The Cost of Advice

Each client’s need for advice will vary depending on their circumstances.

We balance the time needed for each client against the fees we charge. The button below will take you to our current advice list.

Frequently Asked Questions

Most prospective clients will have some questions about our services. We’ve listed a few, but if you have specific questions, please contact us.

Click the button below to see the questions we often get asked.

Pension & Retirement Planning

Plan a stress-free retirement with our expert help, securing your finances and the lifestyle you want.

Pension Advice

Business Financial Planning

Get clear on your finances and grow your business with custom financial planning just for you.

Business planning

Investment Management

Grow your savings with custom investment plans that fit your goals. Planning built on academic research.

Investment Advice

Our Advice Process

We use a six-stage financial planning process. This helps our clients understand their financial plans.

Explore your Finances

We help navigate your financial priorities.

Build Your Financial Plan

Dreams and aspirations are your plan’s foundation.

Refine Your Plan

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

Confidence In Your Finances

Your retirement plan is on the right path

Choice For The Future

Choice allows you to focus on essentials like family and friends.

Financial Freedom

Have the freedom in retirement that you have dreamed of.

Still have more questions?

Why not book your initial online meeting with us? It is free of charge and no obligation (Subject to terms and conditions)
Book A Meeting

Client Testimonials

Feedback from our clients is vitally important. Here are just a few of the testimonials provided by our clients.

Latest Posts

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.