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Policies

Why should you read this document?

During the course of dealing with us, we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Personal Data). This document is important as it allows us to explain to you what we will need to do with Your Personal Data, and the various rights you have in relation to Your Personal Data. To read our full Privacy policy please click here for our privacy policy.

Cookie Policy

Cookies are used on our site to ensure that we give you the best experience on our website. If you continue without changing your settings, we’ll assume that you are happy to receive all cookies on our website. Our full cookie policy is available cookie policy

Vulnerable Persons Policy

The aim of this policy is to outline the practice and procedures for staff in Consilium Asset Management to contribute to the prevention of detriment to clients who find themselves in vulnerable circumstances. A full copy of our Vulnerable Persons policy is available by clicking here-vulnerable persons policy.

To find out more

If you would like to find out more about any of our policies, please feel free to either contact us on 01454 321511 or alternatively email us [email protected].

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Copyright © 2023

Consilium Asset Management are Independent Financial Advisors (IFA) based in Bristol and are authorised and regulated by the Financial Conduct Authority. More information can be found on the Financial Services Register under Number 469507. Registered Office: Vayre House, Hatters Lane, Chipping Sodbury, Bristol, BS37 6AA.