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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. This ensures 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 provide regular reviews of 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 which grow over time. Giving peace of mind today and in the future.

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Each month we send out our newsletter and our latest publication. We cover all aspects of financial planning. It’s free and you can unsubscribe any time.

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 really 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 smart 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 assess your attitude to risk as well as 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 an important part of ensuring you have a secure financial future. We can help you do this by building a bespoke investment portfolio tailored to your individual needs and goals. Our team of experienced and knowledgeable financial advisors will work closely with you. Our aim is to understand your personal finance goals and develop an investment portfolio that works for you.

We will build your portfolio with great care. This will help 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. We can 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 you with the facts and tools to make smart choices that will lead 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 an important step to take for the security of your wealth and assets. We can help you.

We will make sure your wealth is passed 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 that are tailored to your specific 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 in the most secure and efficient manner.

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