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Graham is the business owner and financial planner in Consilium Asset Management.
He has over 35 years of experience in the Financial Services Industry.
He is a member of the Chartered Insurance Institute and the PFS. He also has a wealth of business experience outside of the Financial Services Industry.
In his spare time, he enjoys going on walks with Karen and their dog Ted. He also enjoys playing a round of golf with their son William.
Karen is the company secretary and non-exec director.
Karen has a wealth of experience in the financial services industry. Working previously as a business development manager for a large Insurance company advising Financial Advisers on Equity Release.
In addition to her role as Company Secretary, Karen also runs a successful restaurant in Chipping Sodbury.
Karen’s spare time involves looking after her fur-baby Ted the Cavapoo.
In 2018 Hannah joined Consilium’s external compliance partner, The Verve group starting in a graduate compliance role and has now progressed to a compliance consultant. Hannah helps us with our ongoing compliance and regulatory support. She understands that compliance is not about ticking boxes, but using this as a starting point to help firms create a successful business.
In her spare time, Hannah can be found reading, walking or enjoying a Marvel movie or two.
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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.