Business Owners

Financial Planning for Business owners

Smart Planning

Stress Free Financial Planning

We help business owners to build a plan that is precise, on track and stress-free – freeing up your time for what really matters. We secure the future, structure plans and set businesses up for ultimate success.

Smart Planning

Plan for the future

We provide a financial forecast that shows whether your assets can last in the long run, analysing your tax position, your plans for retirement and work to provide you with the solutions you need to stay on track. 

“Our vision is to assist our clients to create the future they deserve. Smart financial planning for achievable goals”

Through risk profiling and portfolio management, we tailor investment strategies to be hassle-free and with minimal amounts of risk.

Smart Planning

Investment Strategies

Smart Planning

Forward Planning Family Protection

Through forward planning, we assess the risk, possibility, and potential to reaching the full goals and dreams you have in place for your business. Through delving into achievements and plans we implement changes as needed as well as find solutions to secure your family wellbeing.

We support and guide you on your financial journey as a business owner. Assisting to reduce stress, hassle and time dedicated to your financial planning. Allowing you to focus on developing your business, worry-free.

Smart Planning

Long Term Care

A HUMAN APPROACH TO SMART PLANNING

Choose Consilium Asset Management to construct a clever plan tailored for you. Speak with financial advisors who care about your future and listen to your desires.

important things you should know

Questions And Answers

Consilium Asset Management provides independent advice and is regulated by the Financial Conduct Authority. We are free to search the whole of the market to find and provide the right product for you.

Our strong desire to truly help people achieve what they want in life, through making the best financial plans.

We understand that every client is different with a variety of needs and our fees will reflect this. We will not carry our any work on your behalf until you are happy

Once we understand you requirements we will provide you with a fixed fee quote for the work to be carried out. 

Our normal working hours are 9 to 5 Monday to Friday. We do offer our clients a secure portal to send messages to us and securely send documents to us.

Evidence based investing considers that Index and ETF based investing is for most clients the approriate low cost form of investing. 

Yes we do. In fact the majority of your clients invest in a sustainable, ethical way.

We hope our section “How we can help” will demonstrate what we can do for you. To arrange a meeting or to find out more, please call on 01454 321511 or use our contact form.