Independent financial advice with clarity and confidence
Advanced Asset Consultants provides clear, independent advice to help you plan, protect, and grow your wealth, giving you the confidence to move forward.
About us
Since 2009, Advanced Asset Consultants has provided independent financial planning services throughout the UK. Based in Glasgow, our Chartered advisers specialise in pensions, investments, Inheritance Tax, and estate planning, helping clients protect, grow, and preserve their wealth with clarity and confidence.
Treating Customers Fairly
Advanced Asset Consultants is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment that priorities consumers’ interests.
Advanced Asset Consultants have satisfied the rigorous criteria for chartered professional qualifications and sound ethical practice. You can therefore be confident that you are dealing with one of the UK’s leading firms that are wholly committed to providing you with the best possible advice, service and support.
The company have three Fellows of the Chartered Insurance Institute, the highest Qualification available in addition to a Master’s degree in financial planning, so you are in safe hands
Chartered status is considered a mark of professional competency; only around 14% of companies in the UK have met the criteria. (Chartered Insurance Institute 2021)
Planning solutions that fit your needs
Custom advice on pensions, investments, and protection to provide security today and confidence in the future.
Pensions
Planning for retirement is one of the biggest financial decisions you’ll make. We’ll help you make the most of your pension and ensure you have a clear, tax-efficient plan in place.
You may be looking to:
- uild a retirement income strategy
- Review or consolidate your pensions
- Understand Defined Benefit transfer options
- Maximise tax efficiency
Investments
Your money should work as hard as you do. We develop personalised investment strategies designed to grow and safeguard your wealth, tailored to your objectives and risk appetite.
Our clients often want to:
- Grow your wealth over the long term
- Build a diversified portfolio
- Manage risk effectively
- Align investments with your values
Protection
Life doesn’t always go according to plan. Protection guarantees your income, family, and business are protected against unforeseen events, offering peace of mind when you need it most.
You might need protection to:
- Protect your family’s future
- Safeguard your income if you can’t work
- Ensure business continuity
- Maintain financial stability during uncertain times
Guidance shaped around your goals
We support individuals, families, entrepreneurs, and professional partners. Whatever you are, we’ll tailor our advice to your goals.
Personal and
family needs
Your financial journey is deeply personal. Whether you’re planning for retirement, investing for growth, or ensuring your family’s protection, we’ll help you put the right strategies in place.
Business owners
and entrepreneurs
Running a business requires energy, time, and focus. However, while you build your company, it’s equally important to protect your own financial future.
Professional
partners
Effective financial planning often involves collaboration. We work closely with lawyers, accountants, and professional advisers to provide integrated solutions for our clients.
Financial News
Are you holding too much in cash?
Falling inflation and rate cuts could change how savers think about their money Cash is often regarded as a safe haven in personal finance. It’s
Pensions to fall under Inheritance Tax rules from April 2027
How upcoming changes could affect estate valuations and beneficiary payouts In the previous 2024 Autumn Budget, the Chancellor announced that the Inheritance Tax (IHT) thresholds,
VAT on private school fees: the increasing cost of education
How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across the UK were required to apply 20%
Ready for personalised support and specialised expertise to help you achieve what matters most?
Whether you have a question about our services or would like to learn more, we are here to assist you.
Please complete the form below to begin your journey with Advanced Asset Consultants.
If you prefer, you can call us on +44 (0)141 331 2434
Our Address
Advanced Asset Consultants
Tay House (Spaces),
300 Bath Street,
Glasgow
G2 4JR
Tel: +44 (0)141 331 2434
Email: advisers@advancedasset.co.uk
