Consilium Asset Management

An Alternative Approach

Effective Financial Planning

Our mission is to initiate effective financial planning that suits every client’s needs. Smart, strategic and sustainable schemes tailored for your future.When seeking a financial advisor there can be so much jargon, clouding the clear vision you need to make the right, calculated plans towards a stable financial future. We remove the unknown, deal with any uncertainties you may have and guide you in a simple straight-forward manner to where you want to go.
We ensure every client feels confident and secure in their financial plans. Through easy communication, approachable advisors and no-nonsense planning – we know we are the easiest team to deal with when it comes to your finances. Our ultimate goal is to help you make the most of your money, savings and investments.

Removing the Uncertainty

Our action plan

  • We develop a comprehensive personal finance plan
  • We outline the actions needed to have the life and retirement you desire
  • We educate you on the best methods to benefit your children, yet maintain your lifestyle on a day to day basis.
  • We reduce the risk for you and your assets
  • We offer advice regarding your taxes and how to minimise outgoings.
  • We schedule regular meetings that work with your lifestyle, to help you keep track, check-in and update us on progress or any questions you may have.
  • Should adjustments be required, we monitor and evaluate your plans as needed.
  • Most of all, we give you peace of mind and a sense of confidence and security about your financial future.

“Our vision is to assist our clients to create the future they deserve. Smart financial planning for achievable goals”

service Features

Index based investing

We use the latest research to build the ideal investment or pension portfolio for you

Sustainable Investing

We use investment portfolios that can incorporate Sustainable , Ethical or ESG based investments

Using the latest Technology

Consilium use the latest technology to develop and maintain your financial plan. It is also accessible to you if you choose our ongoing service.

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.

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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.