Consilium Asset Management

Financial Services in Bristol, South West England
Financial Services in Bristol, South West England Independent Financial Advisers based in Bristol. We offer impartial advice on pensions, investments and tax planning. Fee based financial planning
Areas Served
  • Bristol, South Gloucestershire, Wiltshire, Gloucestershire
Business Details
  • Serving residential and commercial clients
  • Licensed and insured
  • Year established: 2005
Highlights & Specialties
  • Retirement Planning
Professional Associations & Certifications
  • Chartered Insurance Institute
  • Personal Finance Society

Contact Details

Address
Vayre House, Hatters Lane, Chipping Sodbury, Bristol
Bristol, South West England
BS37 6AA
Phone
Driving Directions

Products & Services

Financial Planning
read moreOur financial planning services are created in a way that keeps your best interests at the core of everything we do. We take your dreams and give you attainable means of achieving them. We listen to your ideas and pave the path to making them a reality. We talk you through each step, making sure we fully understand your goals, your ideas and your values. It is through open and honest communication that we create the personalised financial plan that will work for you, and work for your lifestyle.
Investment Advice
read moreOur investment advisers are able to provide advice on a range of financial investment products:

Deposit & Savings Accounts
National Savings
Individual Savings Accounts
Collectives
Single Premium Investment Bonds
Trustee Investments
Investment Services with a difference
Retirement planning
read morePensions and planning for retirement can seem complex. Indeed some aspects are.

Our Retirement Advice Service has helped many of our clients. We can help you to understand and put together a financial plan that will achieve your financial objectives.

Testimonials

M. B.
read moreGraham 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.
PS & MB
read moreGraham 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.
Hexa
Sep 23, 2021
Very professional
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
Value for Money
Service & Support
Quality
Location
Rating
Value for Money
Service & Support
Quality
Location
Overall
Rated 5 of 5 from 1 review
Hours of Operation
Monday09:00 AM÷05:00 PM
Tuesday09:00 AM÷05:00 PM
Wednesday09:00 AM÷05:00 PM
Thursday09:00 AM÷05:00 PM
Friday09:00 AM÷05:00 PM
SaturdayClosed
SundayClosed
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