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