Choice allows focus on essentials like family and friends.
Clients That Are 45+
The majority of our clients live in the Bristol area. They are married and have a family. They are looking to find a financial adviser who offers an holistic approach to financial planning.
Business Owners & Senior Executives
Our clients are business owners or senior executives within large organisations. They are looking to review their finances and are happy to pay for advice.
Clients that need Complex Financial Planning
Our clients have over £500,000 of investible assets (excluding property) and require help especially if their finances are complex. This will include Savings Retirement & Tax planning
“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.”
A 2020 study suggests advice could enhance returns by 3% each year. To find out more information click the button below.
Planning Today For A Secure Tomorrow.
We help navigate your financial priorities.
Dreams and aspirations are your plan’s foundation.
We’ll adjust your plan after showing it to you.
Your retirement plan is on the right path.
Choice allows focus on essentials like family and friends.
Have the freedom in retirement that you have dreamed of.
If you need to contact us please feel free to message us
Why not book your first appointment?
It is free of charge, and there is no obligation.
Copyright © 2023
Consilium Asset Management are Independent Financial Advisors (IFA) based in Bristol and are authorised and regulated by the Financial Conduct Authority. More information can be found on the Financial Services Register under Number 469507. Registered Office: Vayre House, Hatters Lane, Chipping Sodbury, Bristol, BS37 6AA.