We get to know you as our clients, learn what your wishes and dive into your hopes for the future. We are customer-led rather than money-driven. This is what makes us different. We focus on your present situation and plan for your future. Wealth is so much more than financial security – it’s spending time with the people you love, building towards a comfortable retirement with the assets you have to make the future bright for you and your loved ones.

Now is the time to make the plans, the sooner you start, the more tangible your plans can be. We use the latest financial planning software to customise a plan that is centred around your goals.

Choose Consilium Asset Management to construct a clever plan, tailored for you. Speak with financial advisors who care about your future and listen to your wishes. Trust in us to care for your future. Make the right choice when managing your assets. Strive for financial freedom through smart planning. Get the trusted assistance you need with Consilium Asset Management. We Are The Human Approach To Smart Planning

Served areas

Bristol, South Gloucestershire, Wiltshire, Gloucestershire

Associations and certifications

Chartered Insurance Institute
Personal Finance Society

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Financial Planning

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Our financial planning services are created in a way that keeps your best interests at the core of everything we do. We take your dreams and give you attainable means of achieving them. We listen to your ideas and pave the path to making them a reality. We talk you through each step, making sure we fully understand your goals, your ideas and your values. It is through open and honest communication that we create the personalised financial plan that will work for you, and work for your lifestyle.

Investment Advice

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Our investment advisers are able to provide advice on a range of financial investment products:

Deposit & Savings Accounts
National Savings
Individual Savings Accounts
Collectives
Single Premium Investment Bonds
Trustee Investments
Investment Services with a difference

Retirement planning

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Pensions and planning for retirement can seem complex. Indeed some aspects are.

Our Retirement Advice Service has helped many of our clients. We can help you to understand and put together a financial plan that will achieve your financial objectives.

Hexa

Sep 23, 2021

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This is an expert independent financial advice business with a wealth of knowledge and state of the art technology to inform decisions and track performance.
Trustworthy and very professional and smart
Graham has grown the value of my portfolio over 9 yrs so far with active management and advice

Hexa

Sep 15, 2021

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This is an expert independent financial advice business with a wealth of knowledge and state of the art technology to inform decisions and track performance. Trustworthy and very professional and smart Graham has grown the value of my portfolio over 9 yrs so far with active management and advice

N & R

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We have both been clients of Consilium since early 2005 and Graham Bond has always been helpful, approachable and well informed. He has guided us through a range of complex issues. We would certainly refer Consilium to our friends and relatives.

DL & RM

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My wife and I are newcomers to Consilium and are so far more than happy with the service and attention. This has been so much of an improvement on our previous experiences. I’ve always been wary of financial advisers who, in my experience, tend to talk in their own language and expect me to have a knowledge of how the different investments work. Graham, goes to great lengths to ensure that we understand what is happening with our money.