Advanced Asset Consultants

Independent Financial Adviser  23 Newton Place, Glasgow, G37PY
First meeting at adviser's own cost
Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
David McConnell MSc FPFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Accreditations
Chartered Financial Planner
Kevin Lynch FPFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Chartered Financial Planner
Scott Keachie AwPTER
Director of Financial Planning

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Alex Shairp DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Qasim Younis DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I would like to express our thanks for the manner in which you have looked after our finances since we took early retirement. Your advice, particularly when you advised me to transfer my private pension into a cash position as you had anticipated a correction in the market, was greatly appreciated as you were proved to be correct. Even though Dave you have informed us during our 6 monthly meetings that it will not always be good news, you have yet to disappoint and I for one look forward to not to have that difficult conversation. Any dealings I have had with staff in your office have been professionally dealt with. I have recommended your services to friends and I know that they are highly appreciative of the way you look after their finances.
Mr & Mr S Rodger, Ayrshire
As a customer, Dave you provide a great and friendly service feel like one of the family thank you for the years of financial advice.
R & K Callaghan, Ayrshire
The team within Advanced Asset Consultants are Efficient, Professional and extremely knowledgeable.
Dr Reid, Perthshire
All I can say is have a chat to Dave & his team, you won't be disappointed. He has been looking after my fiances for the best part of 25 years always available when you need advice.
George, Inverclyde
Sometimes I am wary of recommending companies to family and friends but I would have no hesitation of recommending Advanced Asset Consultants to anyone, Dave is efficient friendly and full of enthusiasm with regards to financial matters.
Mr J & A Robinson, Dunbartonshire
I have no hesitation in recommending your 1st class service with complete trust and I look forward to a continued relationship with you.
Karen, Lanarkshire
About us

Advanced Asset Consultants is a leading Chartered Financial Planning practice based in Glasgow. Our clients are private investors, professional intermediaries and charities and as well as providing advice to various unions throughout Scotland for the purpose of financial education for their members.

Our aims, our team and our focus on putting clients at the heart of our business is a fundamental requirement to build strong relationships.

Advanced Asset Consultants are truly independent - we’re not tied to any one insurance or investment group - and we can, therefore, act throughout the whole of the market in your best interests.

Our highly trained consultants hold excellent qualifications from the Chartered Insurance Institute, we have a number of consultants who have already achieved fellowships via the Personal Finance society the pinnacle of the industry and have significant industry experience.

Additionally, all our consultants and support staff continue to improve their knowledge and are on course to achieving chartered status, as we believe this is the most appropriate way to provide our clients with continued confidence that the advice meets their needs with the backing

Our services

We will listen to your needs and requirements before we give advice. Our advice will be communicated in a straightforward jargon-free manner and we will use practical and innovative solutions to deliver cost-effective financial plans for you and your business.

Our Pension process has been highly commended by one of the top Pension Gurus in the UK "rated in the top 1 % of Pension Transfer Specialist, the advice provided and process is A+++++ providing the best outcomes for clients who require advice on defined benefit or personal pension planning".

Impartial non-contingent fee advice providing good outcomes.

Where to find us
Head office address: 23 Newton Place, Glasgow, G37PY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 19th October 2020

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