Company Ethos and Values

Smart Planning

Trusted

A relationship between client and advisor should be built on trust and open communication. Our ultimate goal and purpose are to help our clients achieve the lifestyle they desire, the outcome they deserve. When we step into the office each day, we pride ourselves on evaluating the needs of our clients and matching them up with our unique skillsets to build a trusted, honest, open and progressive relationship. Our company is transparent about costs, no surprise bills, no hidden charges. We want everything to be out in the open so our clients feel comfortable and secure when discussing their personal financial status and goals.

Smart Planning

Reliable

We create strategies and plans that work. We want our clients to know that they can wholeheartedly rely on the advice we give and the plans constructed. Investing money without a firm outline and plan will not give clients the result they wish for. That is why we help our clients walk through each step, each probability to guide them to the outcome they want. When discussing financial futures, having a reliable advisor that exhibits the skills needed to take your ideas into consideration and develop tailor-made plans is the dream. We strive to have that approachable and reliable manner in every interaction with our clients.

Smart Planning

Realistic

When you understand potential problems and issues, you can find a solution quicker, easier and efficiently. We ensure all of our advice and planning is realistic to your personal circumstances and your desired goals. Our mission is to make your ideas a reality, hence, an honest, realistic and reliable approach is at the essence of everything we do.

01

Trusted

Trusting in your financial advisor is essential. Our team consists of experts who work directly with our clients desired.

02

Reliable

Consilium are a reliable source to tell your wishes and expectations to. Honest, open and direct  communication.

03

Realistic

Our plans are smart and realistic. Tailored to your assets and plans, manageable and realistic plans for a better future.

Our mission is to initiate effective financial planning that suits our client's needs. Smart, strategic and sustainable planning for the future.

remember the past

Since 2005

In 2005, Consilium Asset Management opened its doors for the first time just outside of Bristol. With just one customer on our books at the time, we decided to tailor our approach to always put customers first. Keeping our prices competitive, our advice jargon-free, we have established ourselves as the professional yet approachable team, that keeps your best interests at the forefront of everything we do, over the past 15 years.

communication is key

personal service

Financial Planners

making a start

Most our our clients are business owners based in the Bristol area. Our proven lifestyle financial planning service has helped many of our clients. 

If you are a business owner or senior executive why not contact us us for a no olbligation discussion. 

get to know each other

The first stage will be for us to get to know one anthoer and for your adviser to understand your needs.

Help you prioritise your goals

We will help you with your goals and develop your financial plan.

Review and update your plan

Our ongoing service will help you to review and maintain your financial plan
client satisfaction
97%
Clients with ongoing Advice
92%
Clients using Evidence Based Investing
83%

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.

what do you need?

Our range of Services

We offer a comprehensive advice service covering retirement planning, Investment advice, Tax Planning and cash flow planning

Retirement Planning

Whether you havea few years to retirement or looking to retire now we can help you.

Investment Advice

If you are looking to review your exisitng investments or additional monies our Values based approach will help you

Tax Planning

Our range of tax planning advice services will help you and your family. Contact us for more info.

Cash Flow Planning

Our state of the art cash flow planning facility will help you answer the difficult questions.
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"They always say that time changes things, but you actually have to change them yourself.”
Andy Warhol

our team of experts are here for you

Why not contact us for a no obiligation initial discussion

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.