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 or mortgages 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.
Is residential property a good investment?
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.”