Advanced Asset Consultants

Advanced Asset Consultants (AAC) is a premier provider of independent financial planning advice, established in 2009 and based in Glasgow. We serve clients throughout the UK, recognising the significance and consequences of major financial decisions. Our mission is to provide professional independent financial advice from trusted professionals, in a regulated environment that prioritises our clients' interests.

Our Approach

Our approach is built on developing long-term relationships with our clients, enabling us to recommend appropriate adjustments to their financial planning strategies as events evolve. We collaborate with other professional advisers, such as solicitors and accountants, ensuring our clients receive the best possible advice, service, and support. Our commitment to maintaining the highest professional standards is demonstrated by our chartered status, an accolade achieved by only 14% of UK firms.

Our Services

We offer a comprehensive range of services, catering to both private and corporate clients:

• Pensions: The ever-changing world of pensions requires expert guidance. We offer advice on individual and group pensions, navigating the complexities of pension freedom legislation to help clients understand their retirement planning options.
• Investments: Many clients seek to build a capital sum for the future by investing regularly. Our investment advice covers retirement planning, income generation, and long-term security, tailored to each client's unique goals.
• Protection: Effective wealth protection strategies are essential for securing the future of families and businesses. We provide advice on managing and protecting wealth, covering Inheritance Tax, premature death, illness, loss of income, and other potential threats.
• Private clients: AAC's service for private clients focuses on developing long-term relationships, allowing us to make suitable adjustments and recommendations based on each client's evolving financial planning needs.
• Corporate clients: For business owners, we offer corporate financial planning advice and manage their personal financial affairs. We work with other professional advisers, providing integrated solutions that balance business and personal financial goals.

Meet the Team

Our team consists of three Fellows of the Chartered Insurance Institute and professionals holding Master's degrees in financial planning, ensuring a high level of expertise and professionalism. Our chartered status demonstrates our commitment to delivering the best possible advice, service, and support to our clients.

Testimonials

Our clients value our services, as demonstrated by their testimonials: "The staff in your office have been professionally dealt with and I have recommended your services to friends, " says Mr & Mrs Rodger. George shares, "Dave has been looking after my finances for the best part of 25 years, always available when you need advice."

At AAC, we are dedicated to partnering with our clients and other professional advisers to meet our clients' financial aspirations, offering long-term, ongoing assistance and guidance. We are proud to be regulated by the Financial Conduct Authority and to have satisfied the rigorous criteria for chartered professional qualifications and sound ethical practice.