About Us
Since 2009, Advanced Asset Consultants has provided fully independent financial planning services to clients across the UK. Based in Glasgow, we are proud to be a Chartered firm—recognised for our technical expertise, ethical standards, and commitment to delivering the highest level of professional advice.
About Us
Our advisers specialise in a wide range of complex planning areas, including defined benefit pension advice, member guidance, and trustee support, ensuring robust governance and improved outcomes for scheme members. We also deliver expert solutions in investments, Inheritance Tax planning, and estate planning, helping individuals and families protect, grow, and preserve their wealth with clarity and confidence.
Beyond personal financial planning, we have extensive experience supporting business owners, directors, and entrepreneurial clients. Our team advises on corporate financial strategies, including remuneration planning, company pension structures, business protection, shareholder arrangements, and efficient use of corporate cash.
We also work closely with director-shareholders to design tax-efficient exit strategies, ensuring that business value is maximised and personal wealth is preserved for the next generation. Whether preparing for a future sale, succession, or a phased retirement, we help clients navigate the complexities of corporate and personal wealth to achieve long-term financial security and generational planning.
With a long-established reputation for independent advice, technical excellence, and transparent service, Advanced Asset Consultants remains committed to guiding clients through every stage of their financial journey.
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.
