Consilium Asset Management Limited

Independent Financial Adviser  Vayre House, Gloucestershire, Bristol, BS37 6AA
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FCA authorised
Last authorised 10th May 2021
Specialist in Lifestyle Financial Planning. We help business owners and senior executives of large organisations plan for retirement.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
Meet our advisers
MR Graham Bond DipPFS
Managing Director
About us

Established in 2005, our aim is to help business owners and Senior Executives understand "their own" financial plan. We offer a personalised service that will enable you to understand where you are financially and more importantly what you need to do to obtain your dreams, aspirations and goals in life.

At Consilium we believe that every client could benefit from our Lifestyle Financial Planning Service.

Our services

We believe in lifestyle financial planning (LFP). So much so that this is the only service we offer. Lifestyle Financial Planning is not simply giving advice on the latest investment or retirement product.

We help you to identify your goals dreams and aspirations. We can then show you how to meet and exceed your objectives. Our advanced software will help you understand your plan and what it might look like in the future.

We show you how to adapt your plan to maintain your lifestyle, not just now but through retirement.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

Vayre House, Hatters Lane, Chipping Sodbury, Gloucestershire, Bristol, BS37 6AA

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Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.