Consilium Asset Management - Bristol

Consilium Asset Management

Consilium Asset Management is a well-established financial services company based in Chipping Sodbury, Bristol, United Kingdom. Located at Vayre House, Hatters' Ln, with the postal code BS37 6AA, the firm has been providing top-notch financial advice and investment services to clients for many years. Their dedicated team of financial advisors and planners work closely with clients to develop tailored solutions to meet their unique financial goals and needs.

About Consilium Asset Management

With a strong emphasis on personalized service and expertise, Consilium Asset Management offers a wide range of financial services, including:

• Financial advice and planning
• Investment services

Location and Accessibility

Conveniently located in Chipping Sodbury, Bristol, Consilium Asset Management is easy to access by car or public transportation. The company offers ample parking options for clients, including a free multi-storey car park and free of charge street parking. The facility is also wheelchair accessible, with a wheelchair-accessible car park, entrance, seating, and toilet available on-site. Additionally, the building features an assistive hearing loop and gender-neutral toilets to cater to everyone's needs.

Customer Experience

At Consilium Asset Management, customer satisfaction is a top priority. The company prides itself on its welcoming and inclusive environment, welcoming clients from all walks of life, including those within the LGBTQ+ community and transgender individuals. The staff at Consilium Asset Management are known for their friendly and approachable demeanor, as well as their extensive knowledge and expertise in the field of finance.

Testimonials

Consilium Asset Management has been fortunate to receive numerous positive reviews from satisfied clients. One notable testimonial comes from a client who has known Graham, a key member of the team, for 40 years. This long-standing relationship has resulted in exceptional outcomes, with Graham successfully managing the client's pension fund to achieve great returns and meet all their income and tax-free cash requirements. This client also appreciates Graham's immense knowledge and commitment to acting in his clients' best interest, which is essential for an independent financial advisor.

Another client highlights the importance of Consilium Asset Management's annual reviews of investments, ensuring that their financial strategies remain on track to meet their goals. The company's dedication to ongoing communication and adjustments based on market changes is highly valued by its clients.

Final Thoughts

In conclusion, Consilium Asset Management is a reputable and reliable financial services provider that offers a range of specialized services to meet its clients' unique needs. With a strong emphasis on personalized care, accessibility, and customer satisfaction, Consilium Asset Management is an excellent choice for anyone seeking professional financial advice and investment services. To learn more or schedule a consultation, visit their website at consilium-ifa.co.uk or call them at 1454321511.

👍 Reviews of Consilium Asset Management

Jenny C.

5/5

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

Kevin H.

5/5

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.

Nigel C.

5/5

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.

Annette W.

5/5

Consilium Asset Management has been invaluable in helping me to sort out my pension plan. They are very knowledgeable and have provided clear information and solid advice on how best to proceed with my financial situation.

Heidi C.

5/5

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

Mick S.

5/5

I have been with Consilium for a good number of years and they have always provided me with good and impartial advice about my finances. This included providing good info ready for my retirement . Highly recommended.

Kath W.

5/5

We have had many years of excellent service from Graham at Consilium Thank you

Lorraine G.

5/5

Friendly service with great advice received so far