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Independent Financial Advisers.

Money & Finances are a part of life. We should all keep an eye on our finances, but it is easier said than done. With a little time & our help you can achieve your financial goals.

What is Independent Financial Advice?

An Independent Financial Adviser (also known as an ifa) is not tied to a product provider.

Our financial advisers can offer you assistance with many aspects of financial planning, including Mortgage advice, Investment and Pension advice. We can also provide advice on tax planning as well as giving advice to local businesses. This means we are able to tailor any recommendation to your specific requirements, taking into account your views and wishes.

What are the benefits of Independent Financial Advice?

We firmly believe in the benefits of independent financial advice, as we act on behalf of our clients . We pride ourselves on the honest, impartial and professional service we provide.

Who are Consilium Asset Management?

Consilium was formed in March 2005. The company name comes from the Latin term advice, purpose & planning.

Operating out of Bristol, and servicing clients throughout Bath, Gloucestershire and the South-West, Consilium’s independent financial advice has helped hundreds of people prepare for a more stable financial future.

What can Consilium Asset Management do for me?

Prior to any meeting you will be appointed a dedicated financial adviser to act on your behalf.

Any information you give to your financial adviser will be treated in strictest confidence and will help them to understand your financial circumstances. This is the most important part of the advice and planning process. It helps us to understand your concerns and objectives when discussing your financial planning requirements.

If after the initial meeting, it is clear we will not be able to help you then you will be incur any fees for the time spent discussing your situation.

As a truly Independent financial adviser firm we can offer access to every solution available to you. Your dedicated adviser will help to construct a financial plan to meet your objectives. Once the plan has been agreed we will then be able to implement it for you quickly and effectively.

Once your initial planning is complete your adviser will arrange to carry out regular reviews to monitor the progress of the financial advice and recommendations made.

If you would like to discuss your situation in more details please phone us on 01454 321511 or use our contact page email us.