Expert, Holistic financial advice
Consilium Asset Management was formed in 2005. Our team of financial experts are dedicated to helping you make informed and sensible decisions about your finances.
We understand that everyone’s needs are different. So, we work with our clients on a tailored approach, ensuring they get the best solution for their individual circumstances. Our services include retirement planning, investment management, and estate and tax planning.
We believe in developing a long-term ongoing relationship with our clients. This is vital to deliver successful outcomes for our clients. That’s why, as financial planners, we regularly review your finances. This includes investment and pension reviews as well as cash flow planning.
Our goal is to help create wealth by providing sound financial advice backed up by practical solutions that grow over time, giving peace of mind today and in the future.
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Our Independence
We pride ourselves on our independence and the ability to act solely on behalf of our clients.
We truly value our relationships with them as individuals, not just customers.
Our Values
It’s easy to talk about putting the client first, but what does that mean? It means listening to our clients and understanding their needs.
Our Aims
We aim to provide our clients with a lifelong financial planning experience that is always meaningful, uncomplicated, and clear.
Planning your Financial Journey
Our consultants can guide you in making intelligent decisions. We aim to increase, protect and control your assets in a financially advantageous manner.
If you decide to let us help you, we will map out steps to help develop your plan. This will include gathering information about the types of financial products you already have. We will also assess your attitude to risk and your financial goals and objectives.
Over time we will help you develop your own personalised plan that meets your needs.
Managing your investments
Managing your investments is important to ensuring you have a secure financial future. We can help you build a bespoke investment portfolio tailored to your needs and goals. Our team of experienced and knowledgeable financial advisors will work closely with you. We aim to understand your personal finance goals and develop an investment portfolio that works for you.
We will build your portfolio with great care, helping ensure the highest possible returns. We will also factor in the risks associated with different types of investments. We will also provide ongoing advice and support to help you make the most of your money.
Helping you with Retirement
We understand that everyone’s retirement goals are different, and that’s why we’re here to help you get the retirement you want. Our team of experienced advisors can help you create a plan to reach your retirement goals. This plan could include retiring early or maximising your pension income.
We can help you maximize your retirement savings and investments. We also supply the facts and tools to make intelligent choices leading to a stress-free retirement. From budgeting and investment strategies to retirement planning, we’re here to help you get the retirement you deserve.
Estate and Inheritance Tax Planning
Protecting your inheritance is a crucial step to take for the security of your wealth and assets. We can help you.
We will make sure your wealth is passed on to the next generations.
We will do this in the most effective way possible. This could involve setting up trusts, wills, and other legal instruments tailored to your needs and goals.
We can offer financial advice and tax planning strategies. This will help you get the most from your inheritance and reduce the potential tax implications. With our help, you can rest assured that your hard-earned wealth will be protected and passed on to the next generations most securely and efficiently.
