Consilium Asset Management Limited

Independent Financial Adviser Vayre House, Hatters Lane, Chipping Sodbury, Gloucestershire, Bristol, BS37 6AA
FCA verified
10th December 2018
Specialist in Lifestyle Financial Planning. We help business owners and senior executives of large organisations plan for retirement.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Graham Bond DipPFS
Managing Director
Where to find us

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

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Compliance

<a href=" ">Consilium Asset Management</a> is authorised and regulated by the Financial Conduct Authority.

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