Your Financial Journey

Your Financial Journey

Smart Planning

The Start Line

Our process begins with getting to know your current status, your dreams and plans, both personally and financially.

Next, we will assess your finances. We will create the spreadsheet of all your financial ingoings and outgoings and begin to forecast the future, create a plan and build options for you.

Smart Planning

Financial Assessment

“We guide you every step of the way. No guesswork, no unanswered questions. Just plans, structure and success”

Smart Planning

Mapping the Way

We present different options that suit your desired financial goal. We have an honest conversation about the risks, possibilities and potential of each option. Allowing you to take the time to make an educated decision according to your needs.

We work together to take the chosen plan and transform it into reality. Whether that is following through on an investment, beginning the steps to selling your business or otherwise, we are here to help you guide your way through the journey.

Smart Planning

Action Time

Smart Planning

Guiding to the finish line

As life takes its course, plans evolve and change. We are here to restructure and develop plans as needed. Meeting regularly to discuss progress, changes and new ideas. We are welcoming and available when you need us most.

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.