Planning Today For A Secure Tomorrow
At Consilium Asset Management, we are dedicated to helping our clients achieve their financial goals and aspirations. We specialise in providing expert, holistic financial advice, tailored to each individual's unique needs and circumstances. Our team of experienced and knowledgeable financial professionals are committed to delivering exceptional service, ensuring that our clients receive the best possible outcomes.
Our History and Ethos
Consilium Asset Management was founded in 2005 with the aim of providing tailored financial planning services to individuals, families, and businesses. We believe in building long-term relationships with our clients, working closely with them to understand their financial aspirations and goals. Our mission is to provide sound financial advice, backed by practical solutions that grow over time, giving our clients peace of mind today and in the future.
Our Services
We offer a range of services to help our clients achieve their financial goals, including:
- Retirement Planning: We help our clients plan for a secure and comfortable retirement, ensuring they have the income they need to enjoy their golden years.
- Investment Management: We build bespoke investment portfolios tailored to each client's unique needs and goals, ensuring that their investments grow over time.
- Estate and Trust Planning: We help our clients protect their assets and ensure that their wealth is passed on to future generations.
- Tax Planning: We provide expert tax planning advice to help our clients minimize their tax liability and maximize their wealth.
Our Values
At Consilium Asset Management, we believe in a few simple yet powerful values that guide our work:
- Client-Centricity: We believe in putting our clients at the heart of everything we do, listening to their needs and aspirations, and providing personalized solutions to meet their unique goals.
- Independence: We are committed to acting solely on behalf of our clients, free from conflicts of interest and other distractions.
- Integrity: We believe in doing the right thing, always, and being transparent and accountable in our dealings with our clients.
Planning Your Financial Journey
Our consultants are dedicated to helping our clients achieve their financial goals. We believe in taking the time to understand each client's unique circumstances, aspirations, and concerns, and providing tailored guidance and support to help them make informed decisions about their finances.
Whether you're planning for retirement, investing for the future, or seeking to maximize your wealth, we are here to help. With our expertise and guidance, we can help you create a financial plan that meets your needs and goals, and helps you achieve the financial freedom you deserve.
Get in Touch
If you're interested in learning more about how we can help you achieve your financial goals, please don't hesitate to get in touch with us. We'd be delighted to chat with you, answer any questions you may have, and explore how we can work together to achieve your aspirations.
Excellence in Pension Planning and Financial Advice
All the reviewers have given Consilium Asset Management and its Independent Financial Adviser, Graham, the highest rating of 5 stars. They have all praised Graham's expertise, knowledge, and professionalism in managing their pension funds and providing personalized financial advice.
Key Strengths
Graham's ability to achieve excellent returns on investments and meet clients' specific income and tax-free cash requirements is a common theme among the reviews. Reviewers have also commended Graham's transparency, independence, and commitment to acting in his clients' best interests. The annual review of investments is also a notable strength, with clients appreciating the regular check-ins and updates on their financial situation.
Expertise and Knowledge
Graham's extensive knowledge of financial markets and his ability to provide clear and straightforward advice have also been highlighted in the reviews. Clients have appreciated the guidance on pension planning and the provision of informed advice on their financial situation.
Technology and Communication
The online platform for tracking investment performance and communication has been praised by several reviewers, who appreciate the ease of access to their financial information and the professionalism of Graham's team.
Overall Experience
The reviewers have consistently praised Graham and Consilium Asset Management for providing excellent, expert, and personalized financial advice. They have also appreciated the stress-free experience of working with Graham, who has taken the time to understand their financial goals and provide tailored guidance.
