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Financial Planning For Your Retirement

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Independent Financial Advice And Money Management

Retirement Planning

Retirement planning helps secure your future by maximising income and safeguarding your lifestyle. Expert advice ensures your plan fits your needs for lasting financial peace.

RETIREMENT INFO

Investment Advice

Investment management aims to grow wealth and achieve financial goals. Choosing expert advice helps you maximise returns, reduce risk, and build a strong financial foundation for the future.

INVESTMENT INFO

Wealth Management

Wealth management helps you protect, grow, and manage your assets effectively. Through expert advice and tailored solutions, you gain confidence and clarity in reaching your financial objectives.

WEALTH INFO

Tax Planning

Estate planning ensures your legacy is preserved and your wishes are honoured. Organising your assets and creating a clear plan protects loved ones and provides peace of mind.

Tax INFO

The Benefits of Financial Advice

We can showcase the benefits you receive by engaging with a financial adviser.

Receiving guidance on finances can assist you in making informed choices to optimise investments and prepare for a future while providing a sense of security and confidence in your well-being.

Benefits of Advice

The Cost of Advice

The advice required by each client will differ based on their circumstances.

We consider the amount of time required for each client in relation, to the work that needs to be completed.fees we request from them.The link provided below covers our typical advice costs.

Advice Costs

Frequently Asked Questions

Potential clients often inquire about our services before making a decision to engage with us. We’ve compiled a list of queries; however if you require information or clarity, on any aspect of our services please don’t hesitate to get in touch with us directly.

Click the button below to see the questions we often get asked.

Frequently Asked Questions

Our Mission Is to Build Realistic Plans For Each Individual

We understand that financial planning isn’t one-size-fits-all. Our advisers work closely with you to build a financial strategy that meets your specific goals, whether you’re focused on retirement, saving for your children’s education, or simply building wealth for the future. 

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Smart Investments, Proven Results

Grow your wealth with a team that knows the market. Our investment management services focus on creating diversified portfolios tailored to your financial goals and comfort with risk. We take a strategic approach, balancing potential gains with effective risk management to maximise returns over time.

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Who We Work With

We work with a range of clients. The majority of our clients are based in and around the Bristol area. We have found that we can really help clients that are close to retirement or actually retired. We specialise in helping small business owners as well as intergenerational financial planning for families.

Retirees

We assist retirees in effectively managing their wealth to ensure they can maintain their lifestyle and enjoy a comfortable retirement. Our services focus on maximizing income streams, preserving assets, and addressing healthcare needs, so you can retire with peace of mind and financial security

Pre Retirees

For those approaching retirement, we provide guidance on building financial stability and enhancing retirement savings. We help you create a solid plan for transitioning smoothly into retirement, addressing everything from income planning to tax-efficient strategies.

Business Owners

Business owners require specialised financial strategies for managing both business and personal wealth. Our team provides comprehensive services, including business growth planning, succession strategies, and asset protection, so you can focus on running your business with confidence.

Families

We work with families to build lasting financial security and wealth that can be passed down through generations. From college planning and homeownership to wealth building and estate planning, we create tailored solutions to help you achieve your family’s unique goals.

Trusted by Bristol Residents for Over 20 Years

"Consilium Asset Management provided me with vital information on the lead-up to my retirement and subsequent pension planning."
-Mr K Hirst
"Graham has done an excellent job with my Pension Fund, achieving great returns and meeting all my income & tax free cash requirements."
- J Cousins

News and Insights

Here are a few of our latest news articles.

Frequently Asked Questions

Whether you're a potential client in Bristol or further afield, we can help you. Here are a few frequently asked questions collated by our Bristol-based Advisers.

What makes an independent financial adviser different from other advisers?

Independent financial advisers (IFAs) can recommend products from the entire market, unlike restricted advisers who can only recommend certain products or providers. This independence allows us to find the most suitable solutions for your specific needs.

How much does it cost to work with an independent financial adviser in Bristol?

Our initial consultation is free of charge. After that, we offer transparent fee options, including fixed fees, percentage-based fees, or hourly rates, depending on the service. We always discuss and agree on fees before any work begins.

How often should I meet with my financial adviser?

For ongoing clients, we typically recommend a comprehensive review at least annually, with additional meetings as your circumstances change or new opportunities arise.

Do you offer virtual consultations for your clients?

Yes, we provide both in-person meetings at our Bristol office and virtual consultations via video call, giving you the flexibility to choose what works best for you.

Ready to Secure Your Financial Future?

Take the first step toward financial clarity and confidence with a free, no-obligation consultation with one of our Bristol-based independent financial advisers.

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Address

Consilium Assset Management
Vayre House, Hatters Lane,
Chipping Sodbury,
Bristol, BS37 6AA
Tel: 01454 321511

Consilium Asset Management is authorised and regulated by the Financial Conduct Authority.
Financial Services Registration Number 469507. Registered in England No 04838547 Registered Office: Vayre House, Hatters Lane, Chipping Sodbury, Bristol, BS37 6AA.

Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning. They also do not regulate estate planning, tax advice, or trust advice.

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