We’ve been helping clients navigate complex financial markets since 2009, and from those very early days, our business has evolved primarily through client recommendations.
Based in Glasgow, we provide UK-wide impartial, unbiased and objective Independent financial planning to protect and enhance our clients’wealth and sense of well-being.
Our highly qualified Chartered independent planners and support teams cover all areas of the financial services market. Whether you seek to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.
Over the years, we have built up a strong reputation for providing sound and bespoke advice to thousands of clients; however, we are never complacent about our position and continually strive to improve everything we do.
Our advice should stand on its own merits and be open to scrutiny, which is why we encourage clients to put it to the test before making any decisions.
Impartial advice of the highest quality
At Advanced Asset Consultants, our highly skilled Planners use state-of-the-art technology, enabling us to meet all of our client’s financial needs, personally and corporately, and achieve their objectives in the most cost-effective way. This is important because thousands of different options are available, and our clients want to ensure that any investment, pension, healthcare or insurance recommendations we present for consideration are the most appropriate to their individual needs.
In other words, recommendations are totally in our client’s interests – not someone else’s.
Building rewarding relationships
Our initial meeting is usually without charge, after which we provide a full explanation of costs in writing. We only do something once we thoroughly understand our client’s requirements. With that knowledge, we can identify the solutions that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed based on what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our client’s accountants, solicitors, and trustees.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.