Independent Financial Advisers

As Independent Financial Advisers we pride ourselves on the personal and professional service we offer to our clients

IFA‘s are regulated by the Financial Services Authority and as such offer truly independent advice. Our Independence enables us to research the entire financial market and to tailor any financial advice or solution to your specific requirements. We can then recommend the product or service to meet your objectives because we are not tied to one or a small number of product providers.

We believe Financial Planning is the key to your success. This was the main reason we decided to name our company Consilium - the Latin phrase for “Advice Purpose and Planning”.

We can help with your Financial Planning

Our Financial Advisers can help you to identify and plan for the future. Whether you require a complete review of your finances or advice on a specific aspect of your finances such as investments, pensions, life assurance or business related insurance we can help to improve your financial position.

The benefits of Independent Financial Advice

We firmly believe that Independent financial advice is the most appropriate advice for our clients.

If you would like to find out more about us our company philosophy and the services we provide to you please click here

Our Customer Commitment

As part of any financial planning we undertake for you, we will ensure that:

• Our financial advisers provide Independent and impartial advice.
• Ensure the most appropriate Financial Advice or solution is offered according to your needs.
• Make absolutely sure your interests always come first.
• Help you make the most of your finances

We can offer advice on a wide range of financial topics; however we have specific expertise in the following areas:

• Investment Advice - Our investment advice service will allow you to identify your investment goals and financial objectives. Initially we will assess your attitude to investing using our online investment questionnaire. We will then provide an investment solution appropriate to your needs. If you would like to know more about our investment philosophy please click here.

• Retirement Planning – We offer a complete retirement planning service to help you identify your retirement needs and objectives and to recommend the most suitable financial planning solution.

• Inheritance Tax Planning – Many people are becoming increasingly concerned about Inheritance Tax and the effect it could have on their estate. Our IHT planning service could help you to reduce the potential amount of tax your estate might pay in the future.

• Business Financial Planning- Whether you are self employed, a partnership or a limited company it is important to plan for the future. We can offer advice on Key person insurance, partnership and shareholder protection as well as Group income protection and group pensions

Additional customer services

We value the relationship we have with our clients. The additional customer services we can provide for you may include:

• Regular client newsletters to keep you up to date with a variety of financial planning topics
• Annual clients reviews to reassess your financial situation and to adapt any planning to your change in circumstances
• Valuation and policy information using our secure client online service
• Cash Flow and Personal Financial review reports.
• Online financial planning calculators

Independent advice with a difference

To find out how Consilium Asset Management can help you to achieve your financial goals please contact us. Any initial consultation with one of our Independent financial advisers is free of charge and without obligation.

To find out more or contact us

Advice Line 05600 494327
Client Contact Form – Please click here