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Consilium Asset Management Consilium Asset Management
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Business Details
21 Years
experience
Your Trusted Financial Advisers in Bristol
Consilium Asset Management was established in 2005 to provide tailored financial advice to clients in Bristol and surrounding areas. Our team of experienced professionals specialises in retirement planning, investment management, and estate planning, working closely with clients to develop long-term strategies that align with their unique goals. We prioritise regular reviews of financial plans to ensure ongoing relevance and effectiveness, utilising technology to streamline processes while maintaining a personal approach. Our independence allows us to offer unbiased advice across the entire market, focusing on building trust through transparency and expertise.

With over 35 years of combined experience, we deliver practical solutions that maximise wealth growth and tax efficiency. Our commitment to client-centric service is demonstrated through annual reviews, cash flow analysis, and customised investment portfolios. We specialise in serving retirees, pre-retirees, business owners, and families, addressing complex financial needs with clarity and professionalism. Our regulatory compliance and focus on sustainable investing reflect our dedication to ethical practices and long-term client success.
Services
Retirement Planning Investment Management Tax Planning Estate Planning Cash Flow Analysis Sustainable Investments Financial Protection Business Planning Pension Consolidation Wealth Management
Served areas
  • Bristol, South Gloucestershire, Wiltshire, Gloucestershire
Details
  • Year established: 2005
Highlights and features
  • Retirement Planning
Associations and certifications
  • Chartered Insurance Institute
  • Personal Finance Society
What people say
Vital information Excellent job Great returns Met all requirements Peace of mind
Website
Services
Retirement Planning
Our retirement planning service helps clients achieve financial security in their later years. We assess current pension provisions, create income strategies, and optimise tax efficiency. With expertise in pension consolidation and sustainable withdrawal plans, we ensure clients maintain their desired lifestyle throughout retirement while minimising financial risks.
Investment Management
We offer tailored investment management solutions aligned with clients' risk profiles and financial goals. Our approach combines market analysis with strategic asset allocation to maximise returns while managing risk. Regular portfolio reviews and performance tracking ensure investments remain aligned with evolving client needs and market conditions.
Tax Planning
Our tax planning service identifies legitimate opportunities to reduce tax liabilities across all financial activities. We specialise in tax-efficient investment structures, capital gains tax mitigation, and inheritance tax planning. By integrating tax considerations into comprehensive financial strategies, we help clients preserve more of their wealth for future generations.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimising inheritance tax. We help establish wills, trusts, and other legal structures to protect family wealth. Our approach balances legal compliance with practical considerations for intergenerational wealth transfer and legacy preservation.
Sustainable Investments
We incorporate environmental, social, and governance (ESG) factors into investment decisions for clients prioritising sustainability. Our service offers access to verified green investments and impact funds. By aligning financial objectives with personal values, we help clients achieve competitive returns while contributing to positive societal and environmental outcomes.
People
Graham Bond
Director and Financial Planner
With over 35 years' experience in financial services, Graham leads our advisory team. A Chartered Insurance Institute member, he specialises in holistic financial planning for retirees and business owners, combining technical expertise with practical solutions.
Karen Stallabrass
Company Secretary
Karen brings extensive financial services experience, including equity release expertise. As Company Secretary, she ensures regulatory compliance while managing operational aspects of the business alongside her restaurant venture in Chipping Sodbury.
Jayne Rogers
Administrator and Paraplanner
Jayne provides critical support with 20+ years' experience in financial services. Her expertise in documentation and compliance ensures smooth implementation of financial plans, drawing on her background with major insurance providers.
Questions
Are you an independent financial adviser?
Yes, we've been independent since 2005 and are FCA-regulated, allowing us to access the entire market to find suitable products for your specific needs.
What services do you offer?
We provide retirement planning, investment management, tax planning, estate planning, and sustainable investment solutions tailored to individual circumstances and financial goals.
How do you charge for services?
We use a fixed-fee structure based on your specific requirements, discussed during our free initial consultation before any work begins.
Do you work with local clients?
While we serve clients nationwide, we specialise in helping individuals and businesses in the Bristol and Chipping Sodbury areas.
How often are financial plans reviewed?
We conduct annual reviews as standard, with additional check-ins available for clients requiring more frequent monitoring of their financial plans.
Reviews (3)
PS & MB
Dec 01, 2021 Report
Graham has really helped us to develop our own financial plan. He understands what is important to us and we want to achieve in life. We now feel secure and confident about our future and retirement. We would not hesitate to recommend Graham and Consilium Asset Management.
M. B.
Dec 01, 2021 Report
Graham has been managing my pension fund for a number of years in which time the fund has grown substantially. What has impressed me is that Graham takes time to listen to my needs and invests with my aims and goals in mind. I feel that when the time comes for me to retire, Graham will ensure that I have the level of income I need. He never uses jargon and always talks to me in a language which I can understand.
Hexa
Sep 23, 2021 Report
This is an expert independent financial advice business with a wealth of knowledge and state of the art technology to inform decisions and track performance.
Trustworthy and very professional and smart
Graham has grown the value of my portfolio over 9 yrs so far with active management and advice