Consilium Asset Management

4.8
10 reviews from Google

Consilium Asset Management, based near Bristol, helps individuals and businesses achieve financial success. Our experienced team offers tailored solutions in investment advice, retirement planning, tax efficiency, estate planning, business finance, and insurance. We prioritise client needs, developing personalised strategies that balance immediate requirements with long-term goals. We specialise in pensions, retirement planning, investment, and tax planning. With over 30 years of experience, we use local knowledge with global insights, ensuring transparent fees and regulatory compliance. Our commitment is to empower clients with informed financial decisions. Visit our Bristol office to see how we can help secure your financial future.

Call us! +44 1454 321511
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Customer's reviews

Consilium Asset Management provided me with vital information on the lead up to my retirement and subsequent pension planning. Graham provides on-going expert independent financial advice and a secure online platform for communication and tracking of investment performance. I would thoroughly recommend him as an Independent Financial Advisor. ~ Kevin H
I have known Graham for 40 years, having met him at College & worked within the same company years later Graham has done an excellent job with my Pension Fund, achieving great returns and meeting all my income / tax free cash requirements From working with Graham, his knowledge is immense and he always acts in his Client's best interest, as an Independent Financial Adviser should. Most importantly, he completes annual reviews of your investments ~ Jenny C
Graham has always been clear and straightforward to deal with and has provided good advice during the period I've been using him. He is very knowledgeable about the markets he operates in and uses the technology available to support the services he provides to clients. I would recommend him for anyone seeking financial planning or an IFA. ~ Nigel C
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Blog

🌟 Secure Your Financial Future with Consilium Asset Management 🌟 At Consilium Asset Management, our team of expert financial planners are here to he… Posted on: September 23, 2025
Secure Your Financial Future with Consilium Asset Management 💰💼 Are you ready to take control of your finances and secure your future? Look no furth… Posted on: September 18, 2025
Are you prepared for retirement? Effective retirement planning is essential to ensure your financial security. At Consilium Asset Management, we offe… Posted on: June 10, 2025
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Contact information

Phone +44 1454 321511
Address
Vayre House Hatters Lane Chipping Sodbury BS37 6AA
Sunday Closed
Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed

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