Independent Financial Advisers

Independent Financial Advisers

Money and 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 and our help you can achieve your financial goals.

Our financial advisers can offer you assistance with many aspects of financial planning, including Life Assurance, 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.

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.

 

Featured Article

  • Taxation of Platform Rebates

    Taxation of Platform Rebates

    If you are one of the thousands of investors that have bought collective investments via a platform or fund supermarket, you should review your existing investments.

    In many cases a proportion of the annual management charge is rebated back to you in the form of cash or additional units.

News Articles

  • 216 good reasons to make a Will

    216 good reasons to make a Will

    I was recently asked by a sceptical friend to give a good reason why she should make a Will. I answered that, in fact, I could give her 216 reasons.

    216 is the number of beneficiaries who recently inherited a moderately valued estate of £250,000; where some received cheques for as little as £3.76

     

  • Budget 2013

    Budget 2013

    The 2013 Annual Budget Statement painted a somewhat bleak economic picture, alleviated by a few crowd-pleasing bright spots. Chancellor of the Exchequer George Osborne cut the predicted level of growth in the UK during 2013 from 1.2% to 0.6%.

  • Europes most dangerous Financial Products

    Europes most dangerous Financial Products

    A recent vote organised by MEP Sven Giegold, named and shamed financial products that consumers felt were the most dangerous consumers and the environment.

    One of the culprits was Food speculation funds. This type of investment topped the table for financial products that were most likely to harm the environment.

Case Studies

  • Investment Advice Case Study

    Investment Advice Case Study

    Andrew and Linda had over many years accumulated a portfolio of investments for capital growth purposes. The portfolio was £200,000 in size. Their objective was to obtain capital growth on the portfolio.

     

Contact

Consilium Asset Management
Vayre House, Hatters Lane,
Chipping Sodbury, Bristol
BS37 6AA
 
Contact Number
01454 321511 

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