Independent Financial Advisers
Consilium Asset Management is based in Bristol, South Gloucestershire. We offer a personalised and dedicated service to our clients. Although we are based in Bristol we deal with clients situated across the UK.
We offer a clear and transparent financial planning service. Our aim is to enhance and protect your financial well being.
What is the Meaning of Consilium?
Consilium is Latin for Advice, Purpose and Planning. Our approach to financial planning is one of our core values. We regularly review and develop the services we offer.
We also offer a free financial newsletter called Smart Money.If you would like a copy of our regular newsletter please contact us.
What can Consilium's Financial Planners do for me?
Whether you are seeking a review of your finances, or specific advice on pensions, investments, life assurance tax planning or trust based investments we can help.
We use the Six Stage process recommended by the British Standards Institute. Our process helps to provide a consistent level of service to our clients. If you would like to find out more about our approach to financial planning, please go to our six stage process web page.
Our Fee Guarantee
You will not pay any fees unless we can help you.
How to Contact Us
If you would like to discuss your personal situation with one of our financial advisers, please feel free to call us on 01454 321511, or alternatively email us by going to our contact us page.
Our corporate brochure is free and available to download. It tells you more about us and covers the services we offer.
Client Testimonial
GKIT UK
I approached Consilium about a number of financial issues and found their advice to be clear and precise.
They saved me money and helped me make informed decisions on my financial future. I trust their judgement and find that regular reviews give me focus and peace of mind.
I’m a trustee- what are my responsibilities?
The trustee act 2000 became effective in England and Wales on the 1st February 2001.
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