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.

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

About Us

Consilium Asset Management are Independent Financial Advisers based in the North of Bristol.

Formed in 2005, our aim is to provide fee based financial advice on Investments, Pensions, Life Assurance and Tax Planning.

Although we operate out of Bristol, and mainly deal with clients in Bristol, Bath, Gloucestershire and Wiltshire, we have clients that live throughout the UK.

We have helped hundreds of people and businesses with their finances over the years. Why not take a look at our client testimonial page.

To find out more information about us please go the our About Us page.

If you would like to discuss your personal situation with us, we offer a no obligation initial consultation to review your finances in more depth.

To book your no obligation meeting please click here

Independent Advice

We believe that Independent financial Advice is the best form of advice for our clients.

Our independence allows us to provide advice to our clients that is free from any form of produce bias.

We are not tied to any insurance company and the advice we give is tailored to each clients circumstances.

We use a six stage process to help you get the right advice.  Our planning process is built around British Standard ISO22222.

If you would like to find out more about the planning process please click here.

Free Intial Meeting

As part of our service we provide each client with a no obligation free initial meeting. This helps us to understand your financial planning issues and how we can help you. At the end of the meeting we will provide  you with a breakdown of the work involved in helping you and the costs associated with this. 

Customer Guarantee

We are confident in the advice we give to our clients. We offer a customers guarantee to all  new clients. If you are not satisfied with the advice we have given then we will not charge you for the time taken.

If you would like to contact us via Email please to our contact page.

Life Planning Service

As part of our financial planning service , we can offer a complete holistic approach to advice as well as providing advice for a specific issue.

This is called our life planning service. It includes an in depth analysis of you income and expenditure, your financial objectives as well as reviewing cash flow now and in the future.

This service can help clients understand issues they might face in the future as far as financial planning is concerned. It can help to provide an answer to the best course of action in relation to your finances.

If you would like to find out more about our life planning service please click here

Alternatively if you would like to speak an adviser please feel free to phone us on 01454 321511 or visit our Contact Us page