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.
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 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.
Who are Consilium Asset Management?
Consilium was formed in March 2005. The company name comes from the Latin term advice, purpose and 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.
If you would like to discuss your situation in more details please phone us on 01454 321511 or use our contact page email us.
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Over the last ten years owners of residential property have benefitted from rental income above the returns available from deposit based investments.
Read more...Arley Garage
"We appointed Consilium Asset Management in 2008 and found their straight forward and honest approach to financial planning refreshing and reassuring.
They provide us with a first class service from a business and personal perspective. We have received advice on a range of financial issues including life assurance, pensions and investments.
Consilium have liaised with our company accountant on several aspects of tax planning.”