Established in 2009, Advanced Asset Consultants (AAC) is now firmly positioned as a premier provider of independent financial planning advice for private and corporate clients.
Based in Glasgow and working throughout the UK, we understand that your major financial decisions will have significant and life-changing consequences. It is, therefore, essential that you seek professional independent financial advice from people you can trust.
Please browse our website to learn more about who we are, our knowledge, experience and expertise, and how we conduct business. For further information, please get in touch with us.
Advanced Asset Consultants work in partnership with our clients, and other professional advisers, such as solicitors and accountants and trustees, to meet their financial aspirations, and we recognise the importance of providing long-term, ongoing assistance and guidance.
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)
Pensions
The individual and group pensions market is an ever-changing world,especially with the introduction of the pensions freedom legislation, and it can be challenging to keep track of what options are available with regards to your retirement planning.
Investments
Typically, many of our clients may want to invest money regularly to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income, or simply creating a secure nest egg for the future.
Protection
The security and opportunity your wealth brings can be protected for generations, but there are many things to consider. Inheritance Tax, premature death and loss of income, all need to be considered in an effective protection planning strategy.
Private Clients
The foundation of the service AAC provides to our clients is built on developing a long-term relationship that enables us, over time to recommend the appropriate adjustments required for our client’s financial planning strategy as events inevitably change.
Corporate Clients
AAC provides business owners with corporate financial planning advice and looks after their personal financial affairs. We work in conjunction with other professional advisers that assist our client’s businesses, including accountants or solicitors and trustees.
Testimonials
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