Financial Planning

Financial Planning

Smart Planning

Plan ahead, plan smart.

Just like your health, your finances need regular check-ups to ensure you are maintaining the balance you need to live the life you love as well as plan towards a stable and sustainable future for you and your loved ones.

Finances aren’t just something that can fix themselves, you need to spend time on it, develop strategies and be dedicated to changing your ways. Limited timing, lack of information and uncertainties stand in all of our ways on the road to a healthy financial plan.

That is why Consilium create personalized plans that suit your goals. We answer the important questions and give constructive advice to get you to where you want to be. We use simple, easy to understand language, so that the vision, conversation and goal are clear from the word go. 

“Talk to us to develop your own financial plan”

Our financial planning services are created in a way that keeps your best interests at the core of everything we do. We take your dreams and give you attainable means of achieving them. We listen to your ideas and pave the path to making them a reality. We talk you through each step, making sure we fully understand your goals, your ideas and your values. It is through open and honest communication that we create the personalised financial plan that will work for you, and work for your lifestyle.

Smart Planning

Your Best Interests In Mind

Smart Planning

From First Meeting To Fruition

Once you book an appointment with one of the team at Consilium you are already on the right track to your desired financial plan. We stick with our clients, adapting, changing and reorganising strategies should plans change. We assist in any way we can to implement a solid plan according to your ongoing needs.

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.

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.