Vayre House
Hatters Lane
Bristol
South Gloucestershire
BS37 6AA
Discussing your finances can at times feel a duanting prospect. With so many important decisions in life it's vital to make the right decisions.
We can help you make sense of your finances and guide you to make the correct decisions.
The majority of our clients live in and around the Bristol area. We specialise in helping business owners and senior executives with their retirement planning issues.
We will help you map our your own personal financial plan, to address your concerns and planning issues.
Consilium Asset Management is authorised and regulated by the Financial Conduct Authority.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.