Our story and purpose
Since 2009, Advanced Asset Consultants has helped clients navigate complex financial markets.
Based in Glasgow, we serve clients nationwide, offering impartial and unbiased financial planning to protect and grow both wealth and well-being. We prioritise clarity, trust, and a service tailored to your needs.
What we do best
We’re a Chartered independent planning firm with a dedicated support team, experienced across all areas of the financial services market.
Whether you’re building investments, deciding on Defined Benefit Pension transfers, or planning your estate and tax affairs, our focus is on wealth preservation and protection tailored to you.
Impartial advice of the highest quality
We utilise advanced technology and comprehensive market research to ensure that the recommendations we provide are genuinely in your best interest, not anyone else’s. Every option is assessed for suitability; we present choices only after fully understanding your goals and needs.
Building rewarding relationships
From the very beginning, our approach is personal. We typically begin with a complimentary initial meeting, followed by a clear written breakdown of costs. We only recommend solutions when we fully understand your situation. We believe advice should be transparent, well-researched, and, when required, work in collaboration with other professionals, such as your accountant, solicitor, or trustee.
Why partner with us
Choosing a financial planning partner is about more than expertise; it’s about trust, transparency, and shared values.
Here’s why clients continue to choose Advanced Asset Consultants:
Independent and impartial
Our advice is unbiased and always focused on your best interests.
Highly qualified advisers
Our Chartered status reflects the highest professional standards in financial planning.
Clear and transparent
From fees to recommendations, everything we do is open, honest, and easy to understand.
Proven track record
Since 2009, the majority of our new clients have been referred through personal recommendations.
Personal and collaborative
We build lasting relationships and work alongside your accountant, solicitor, or trustee where needed.
Dedicated to improvement
We continually refine our processes to ensure you always receive the best possible advice and service.
Learn more about our approach (link to our approach page) and meet the people behind our advice on the ‘Meet the Team‘ (link to meet the team page) page.
