Consilium Asset Management

Financial Advisor in Bristol, South West England · More financial advisors in Bristol BS37 6AA

Get a quote Call 01454 321511

About the Business

We are not your average 'financial investment experts'. We're much, much more than that. We understand that our clients don't see the acquisition of wealth as the sole purpose of making smart investments, but are looking for their portfolios to deliver something more than just a great return. We've built up an ethos that isn't just based on financial excellence, but our own life experiences too. So we recognise that the journey we all take is a meandering wander through ups and downs, rather than just an arrow-straight sprint towards the finish line.

We want our clients to succeed, but we also want them to rediscover that all-important work/life balance too. We provide expert financial planning not because it's 'just a job', but because we believe that it can help our clients achieve much more with their lives.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans

Business Services

Our Services

What we offer: We provide a complete Lifestyle Financial Planning Service. With over 30 years of experience we’ll ensure you’re getting the best guidance to help you have the lifestyle you want not just for now, but for the rest of your life.

We’ve built up an ethos that isn’t just based on financial excellence, but our own life experiences too.