Our Clients

Advanced Asset Consultants are client-centered financial planners. We appreciate that all clients are different. The client should be at the centre of everything we do. By taking the time to understand your emotive drivers, we can provide a meaningful, personalised financial plan delivered in a friendly and understandable manner.

Our Clients

Advanced Asset Consultants has been built based on honesty, reliability and excellent service. Many of our clients have personally trusted our advice for nearly 30 years, and throughout this period, we’ve developed many good friendships.

AAC offer both personal and corporate advice on a whole range of financial services, including the following:

Personal Private wealth

Retirement and pension planning,
Defined benefit pension advice,
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance and succession planning
Long-term care
Private medical insurance
Family protection life assurance


Employee benefits implementation and management
Group income protection
Group Private Medical Insurance
Group death-in-service and dependents benefit Schemes
Partnership and directors share protection.
Key person business protection (UP TO 60% SAVINGS)
Advice for your employees if required
Guidance on-site employee seminars
Flexible employee benefits menu systems.
Pension schemes Management and implementation
Defined Benefit Advice
Flexibility at Retirement (FaR) exercises
Enhanced Transfer Value (ETV) exercises
Pension Increase Exchange (PIE) exercises

*The Financial Conduct Authority (FCA) does not regulate all of these products and services