Trusting in your financial advisor is essential. Our team consists of experts who work directly with our clients desired.
Consilium are a reliable source to tell your wishes and expectations to. Honest, open and direct communication.
Our plans are smart and realistic. Tailored to your assets and plans, manageable and realistic plans for a better future.
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.
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.
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.
We offer a comprehensive advice service covering retirement planning, Investment advice, Tax Planning and cash flow planning
Why not contact us for a no obiligation initial discussion
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.