Welcome

Consilium Asset Management provide independent, impartial financial advice to business owners and senior executives in the Bristol, area.

We specialise in retirement, investments and tax planning, helping you to achieve your life goals and ambitions.

Our aim is to help you develop and protect your wealth using our proven lifestyle financial planning process.

Why not watch the video to find out a little bit more about us. 

Our typical clients

Many of our clients are business owners. Let us spend our time looking at your finances, allowing you to concentrate on running your business. As financial experts we can also advise on ways to incorporate the business into your financial plans and ensure you have the right insurances.
As a professional we know how hard you work and we are here to help ensure this hard work results in the important things in life, such as buying a house, starting a family and retirement. Make a financial plan now to achieve your life goals and create work life balance.
It’s never too soon or too late to think about retirement. We help many clients based in Bristol, Bath and South Gloucestershire to plan the retirement they want to have. With pension freedom there is now more flexibility but with this also greater risk, so it is very important to understand how this will affect you and your retirement.

Frequently asked questions

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 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.

Contact us for a no obligation discussion

Our News and Blog

investment
Property Review

Property Market Review June 2019

SUBDUED Q1 FOR SCOTTISH COMMERCIAL PROPERTY During the first three months of the year, commercial property sales in Scotland totalled £763m, this is a decrease of 21% (£203m), when compared to Q1 2018. The research from the Scottish Property Federation (SPF), has identified that the fall can primarily be attributed to fewer high value transactions, […]

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Financial Advice
Behavioural Finance

Side hustles – what they are and why they work

A side hustle is any type of work undertaken in addition to a full-time job. It’s often freelance or piecework in nature and provides extra income. It’s not the same as a part-time job, which entails working for someone else who governs the terms of your employment and the hours you work. Side hustles often […]

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Financial Advice
Personal Financial Planning

The impact of mortgage overpayments

If you’ve ever wondered whether it’s worth making overpayments on your mortgage, then new research1 could help you decide. The data shows the benefits of a monthly £10 overpayment with interest rates at their current low level and illustrates that even modest overpayments can make a difference to the day when borrowers become mortgage free. If […]

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Property investment
Investment

Economic Review May 2019

UK GROWTH BOOSTED BY STOCKPIILNG The UK economy benefited from a sharp one-off boost to growth in the first quarter of the year as manufacturers stockpiled ahead of a Brexit that never came. Data released by the Office for National Statistics (ONS) revealed that gross domestic product (GDP) rose by 0.5% during the first three […]

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Pension Advice
Tax Planning

Spouses paying tax on inherited ISAs

Data1 shows that six out of seven bereaved partners could be paying tax unnecessarily on ISA savings they inherit. Since April 2015, bereaved spouses or civil partners have been entitled to an extra ISA allowance. This is achieved by what’s called an Additional Permitted Subscription (APS). If the investor died before 6 April 2018, the APS […]

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Property market review
Property Review

Property Market Review May 2019

CALLS FOR A COMPULSORY ‘SNAGGING RETENTION’ ON NEW BUILDS A recent survey by New Home Review has revealed that more than nine out of 10 new-build homes in the UK have defects and almost 40% of new builds fail to meet their original deadline. Following on from this, the HomeOwners Alliance have launched a campaign […]

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Get in Touch

If you would like to speak to one of our advisers, please our contact us.

Office Address

Consilium Asset Management, Vayre House, Hatters Lane, Chipping Sodbury, BS37 6AA

Office hours

Mon – Fri, 9:00 am to 5:00 pm

Give us a ring

01454 321511

Contact Us