Here is a bit more info about us
Consilium Asset Management is a small and highly experienced firm of financial advisers.
We aim to provide personalised financial advice to our clients. We believe in using the latest financial planning and advice concepts to help our clients achieve their financial goals. Over the last two decades, we have helped hundreds of clients understand and improve their financial plans.
We can adapt and tailor our financial advice to each client as a small team. Understanding our clients’ motivations and goals helps us provide a truly holistic financial advice service.
We use lifestyle financial planning, an approach endorsed by the CII, as the best way to advise clients. Whether you are looking for financial advice on retirement or simply a professional financial advice company, we can help you.
Here is some additional information on each team member. A full bio is available to learn more about a specific staff member. Please contact or call us if you want to speak to us in more depth.
Your Financial Advice Team
Graham’s Full Bio
Graham Bond – Director and Financial Planner
Graham is the business owner and provides financial advice at Consilium. He has over 35 years of experience in the Financial Services Industry and is a member of the Chartered Insurance Institute. His business experience includes non-financial services businesses.
In his spare time, he enjoys walking with Karen and their dog Ted and playing golf with their son William.
Karen Stallabrass- Company Secretary
Karen is the company secretary and non-exec director and has a wealth of experience in financial services. Her previous roles included business development manager on Equity Release. In addition to her role as Company Secretary, Karen runs a successful restaurant in Chipping Sodbury.
Karen’s spare time involves looking after her fur-baby, Ted the Cavapoo.
Jayne Rogers – Administrator and Paraplanner
Jayne has extensive experience in the financial services industry, initially starting at Sun Life in Bristol.
In her spare time, she enjoys walking and going to the countryside.
Start your Journey…
Book a Call
The initial call enables us to find out more about you and how we might be able to help you. The meeting is provided at our expense, and you have no obligation. Our Video outlines our services.
