Consilium Asset Management - Bristol

Consilium Asset Management, located at Vayre House, Hatters' Ln, Chipping Sodbury, Bristol BS37 6AA, United Kingdom, is a renowned financial advisory firm that has been serving clients with distinction. They can be reached at 1454321511.

Their website, consilium-ifa.co.uk, provides comprehensive information about their services, which include financial advisory, financial planning, and investment services.

Specialties

Consilium Asset Management specializes in providing personalized financial advice tailored to meet the unique needs of each client. Their team of experienced financial advisors works closely with clients to help them make informed decisions about their financial future.

Other Points of Interest

The firm is committed to providing accessible services to all clients. They offer on-site services, language assistance, wheelchair-accessible parking, wheelchair-accessible entrances, seating, and toilets. They also provide gender-neutral toilets, and are LGBTQ+ friendly and a transgender safe space. Additionally, they offer free street parking and a free parking lot with on-site parking.

Opinions and Average Opinion

Consilium Asset Management has received numerous positive reviews from clients. According to Google My Business, the firm has a 4.8/5 average rating based on 9 reviews.

Clients have praised the firm for its exceptional service, knowledgeable advisors, and personalized approach to financial planning. One client noted, "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".

Recommendation

Consilium Asset Management's commitment to providing exceptional financial advice and accessible services makes them an excellent choice for anyone seeking financial planning assistance. Their team of experienced advisors, personalized approach, and commitment to client satisfaction make them a standout in the industry. It is highly recommended to visit their website, consilium-ifa.co.uk, to learn more about their services and to schedule a consultation.

👍 Reviews of Consilium Asset Management

Jenny Cousins

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 Hirst

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 Chapman

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 Wakefield

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 CvE

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 SOLLIS

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 Wiltshire

5/5

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

Lorraine Gilligan

5/5

Friendly service with great advice received so far