Welcome
Our unique Financial Advice Strategy can make all the difference to your money and finances. We aim to help you live life in retirement how you want and guide you to real success.
As Independent Financial Advisers in Bristol, we specialise in helping clients with their Investment and retirement planning.
Whether you are looking to develop an early retirement plan or would like to review your existing investments, we can help.
Secure your financial future
Considering Financial Advice?
Working with a financial planning firm is a big decision.
Our clear and transparent advice 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 showcase the benefits you receive by engaging with a financial adviser.
Receiving guidance on finances can assist you in making informed choices to optimise investments and prepare for a future while providing a sense of security and confidence in your well being.
The Cost of Advice
The advice required by each client will differ based on their circumstances.
We consider the amount of time required for each client in relation, to the work that needs to be completed.fees we request from them.The link provided below covers our typical advice costs.
Frequently Asked Questions
Potential clients often inquire about our services before making a decision to engage with us.We’ve compiled a list of queries; however if you require information or clarity, on any aspect of our services please don’t hesitate to get in touch with us directly.
Click the button below to see the questions we often get asked.
Our Services
Pension Advice and Retirement
Are you confused by the current pension rules and their continuous changes? If so, we can help you navigate them.
You can plan a stress-free retirement with our expert help.
Securing the Pension, retirement and lifestyle you want is vital.
The key to successful pension planning is starting early and making the right decisions.
Changes to the state pension age and recent cost-of-living increases prove the importance of having a retirement plan that gives you confidence and security.
Our team of financial advisers can help you review your existing pensions or conduct a complete reassessment.
Based on the outskirts of Bristol, we have extensive experience advising on pensions pre- and post-retirement.
Please get in touch with us to talk to us in our Chipping Sodbury Office.
Financial Planning for Business Owners
Running a business is no easy feat, and a successful professional must have a solid financial plan in place.
Whether you’re just starting or looking to grow your existing business, proper financial planning can help you navigate the ups and downs of entrepreneurship. From managing cash flow to setting realistic financial goals, having a comprehensive strategy is key to long-term success.
We’ll help you create a plan that suits your business needs and aspirations.
Investment Management
Investment management is part of the financial planning process. Managing Investments and pensions is a specialist task in itself.
Making sure you are getting the best return for the level of risk you are willing to take is key. Where to invest is important. This typically entails making decisions on how to allocate assets, such as Equities, stocks, bonds, and property, in order to achieve optimal returns while minimizing risk.
By employing the latest tools and techniques, we’ll aim to build diversified portfolios that can withstand market fluctuations and generate long-term growth.
Tax Planning
If you are concerned about tax and estate planning, starting early and being proactive is essential.
By carefully managing your assets and taking advantage of tax-saving opportunities, you can ensure your wealth is protected and passed on to your loved ones efficiently. With the right strategies in place, you can minimise your tax liability and maximise the value of your estate.
From setting up trusts to using tax-efficient investment vehicles, plenty of options are available to help you secure your financial future and provide for your heirs. Planning is vital to ensuring that your wishes are carried out and your loved ones are cared for, so don’t delay – start planning for the future today.
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 MeetingClient Testimonials
At Consilium feedback from our clients is vitally important.
Here are just a few of the testimonials provided by our clients. More to Follow.
