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Your Trusted Partner in Financial Planning

Financial Planning Built Around Your Future

Independent financial advice for individuals, families and business owners across Bristol and surrounding areas. Helping you retire confidently, invest wisely and protect your wealth.

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Your Trusted Partner in Financial Planning

Financial Planning Built Around Your Future

Independent financial advice for individuals, families and business owners across Bristol and surrounding areas. Helping you retire confidently, invest wisely and protect your wealth.

Get a Free Consultation
View Our Services
25-35+

Years of Experience

Who we are

Independent Financial Advisers Focused on Your Future

Providing clear, independent financial advice tailored to your long-term goals.

At Consilium Asset Management, we provide clear, tailored financial advice designed to help individuals, families and business owners make confident decisions about their future. Based in the Bristol area, we specialise in retirement planning, investment management and long-term wealth protection.

We understand that no two clients are the same. That’s why we take the time to understand your personal goals, financial circumstances and long-term aspirations before building a strategy that works for you.

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Our Services

Financial Advice And Money Management

At Consilium Asset Management, we offer personalised financial advice designed to help you build, manage and protect your wealth with confidence. Every recommendation is tailored to your circumstances, goals and long-term objectives.

RETIREMENT
Retirement Planning

We help you prepare for retirement with structured income strategies designed to protect your lifestyle and provide long-term financial security.

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INVESTMENTS
Investment Management

We create diversified investment strategies focused on long-term growth, careful risk management and achieving your financial objectives.

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WEALTH
Family Wealth Management

We provide wealth planning to help you protect, grow and transfer assets efficiently across generations with structured, tax-efficient strategies.

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ESTATE
Estate Planning

We help you organise your affairs to protect loved ones, minimise tax exposure and preserve your legacy through careful, structured and personalised estate planning solutions.

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Our Mission

Personalised Financial Strategies That Work for You

At Consilium Asset Management, we create tailored financial plans that reflect your unique goals and circumstances. Whether you’re preparing for retirement, saving for your family’s future, or growing your wealth, our expert advisers provide clear, practical strategies to help you achieve lasting financial security. We take the time to understand your individual needs and design solutions that are realistic, flexible, and sustainable. With our guidance, you can make informed decisions, minimise risk, and enjoy peace of mind knowing your financial future is in capable hands.

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Take Control of Your Financial Future Today

Get personalised, FCA-regulated advice from experts who help you plan for retirement, manage your wealth, and protect your legacy. Your goals, your plan, your peace of mind.
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Who We Work With

Trusted Advice for Every Stage of Life

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.
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Retirees

We help retirees manage their wealth, maximise income, and protect assets for a secure and comfortable retirement.

Pre Retirees

We help pre-retirees build financial stability and plan a smooth, tax-efficient transition into retirement.

Business Owners

We help business owners manage personal and business wealth with growth, succession, and asset protection strategies.

Families

We help families build lasting wealth and financial security, with tailored solutions for every generation.

The Benefits of Financial Advice

Why Work With a Financial Adviser?

Expert guidance to make informed decisions, grow your investments, and secure your financial future with confidence.

Informed Decisions

Make choices based on expert advice and a full understanding of your options.

Optimised Investments

Grow and manage your wealth efficiently while balancing risk.

Peace of Mind

Protect your lifestyle, plan for retirement, and safeguard your legacy.

Understanding the Cost of Advice

Our fees depend on your needs, providing tailored advice with full transparency.
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Plan Today, Protect Tomorrow

Don’t leave your financial future to chance. Our advisers provide tailored guidance on retirement, investments, and wealth management—helping you make confident decisions and secure lasting financial security.
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Testimonial

Client Feedback & Reviews

Real experiences from clients who trust us to guide their financial future with confidence, clarity, and lasting peace of mind.
Consilium Asset Management provided me with vital information on the lead-up to my retirement and subsequent pension planning.
Mr K Hirst
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
J Cousins
4.7+
2,471 Reviews
Execellent Score
FAQ'S

Your Questions, Answered

Find clear answers to common questions about our retirement, investment, and wealth management services. If you need more details, our advisers are here to provide personalised guidance.

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Blog

Latest Financial Insights & Updates

Stay informed with the latest news, expert advice, and practical guidance on retirement planning, investment strategies, and wealth management. Our insights help you make smarter financial decisions and stay ahead in an ever-changing market.

Advisor explaining the probate process to a family in a meeting room
Tax Planning

Tax and Estate Planning Services in Bristol | Consilium IFA

Tax and estate planning can be overwhelming, but at Consilium IFA, we simplify it for families in Bristol. Our expert guidance helps you manage inheritance tax and secure your family’s finances. Learn how strategies like trusts can protect your wealth for future generations. Whether you need advice on wills or retirement planning, our dedicated team is here to assist you. Start your journey towards financial clarity today!

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February 19, 2026
pension consolidation
Pensions

Pension Consolidation: How It Works and Why It Matters

Are you feeling overwhelmed by multiple pension pots? Discover how pension consolidation can simplify your retirement planning and enhance financial clarity. At Consilium Asset Management, we leverage over forty years of expertise to guide you in merging your pensions into a well-managed scheme. Learn about the benefits, risks, and steps for a smooth consolidation process. Take control of your financial future for a retirement that reflects your values. Read on to find out more!

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September 25, 2025
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Secure Your Financial Future Today

Take the first step towards a clear, personalised financial plan. Our expert advisers guide you through retirement strategies, investment growth, and wealth protection ensuring your future is secure and your peace of mind is guaranteed.
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