Consilium Asset Management Ltd

Independent Financial Adviser  Vayre House, Chipping Sodbury, BS37 6AA
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FCA authorised
Last authorised 27th June 2022
Financial Planners with the sole aim of unlocking the financial future you have always dreamed of. We make your goals our own.
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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Critical illness
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Income protection insurance
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Life insurance
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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 ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Graham Bond
Director and Financial Planner
Leo Dennis
Paraplanner
About us

Consilium Asset Management provides independent, impartial financial advice to business owners and senior executives in Bristol, Bath and Swindon areas. We pride ourselves on making financial dreams come true.

Our team of experts specialise in creating financial plans that allow you to focus on the things that you love – planning towards your goals, protecting your family’s financial future and achieving the retirement you have always dreamed of.

What makes us stand out from the rest? Our personalised approach to financial planning ensures that we listen to your specific requirements and then utilise our years of experience to deliver a robust and successful plan. We make the most of technology to deliver better outcomes for our clients, but are entirely flexible if you are someone who prefers traditional ways of working.

As our world changes around us, we are embracing the shift to sustainable investing and therefore offer a range of solutions that mean your money contributes to a better future.

Our services

Retirement Planning
By utilising the latest cashflow software, we are able to calculate how much you can afford to spend in retirement without running out of money. We give peace of mind that you can achieve your dreams and not outlive your finances.

Investment Advice
Balancing risk and reward is key to selecting appropriate investments for your needs. We factor in your attitude to risk, need to take risk, capacity for loss and your views on sustainable investing before recommending a bespoke portfolio.

Business Planning
Running a business is never easy. Every business owner feels like there is always more that they could do given the time. Whether it is reducing your tax liability, protecting against staff losses or succession planning, there are many opportunities to be utilised. At Consilium, we will be your partners at every stage.

Wills and LPAs
Protect your financial wellbeing should the worst happen with these vital legal documents. Our service takes care of them for you.

Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£151,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Vayre House, Hatters Lane, Chipping Sodbury, BS6 5BL

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