Response rating
9.5/10
FCA verified
21st August 2017

Advanced Asset Consultants Ltd

Independent Financial Adviser 23 Newton Place, City of Glasgow, Glasgow, G3 7PY
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, creating your financial future.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Stockbroking services
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
Meet our advisers
Dave McConnell DipPFS Cert (MP & ER ) DM
Director
Kevin Lynch BEng FPFS
Director-Chartered Financial Planner
Accreditations
Chartered Financial Planner
Barry Stewart FPFS MCSI
Chartered Financial Adviser
Accreditations
Chartered Financial Planner
Robbie Hope DipIP
Independent Finacial Adviser
Scott Keachie DIPF AwPETR
Pension Tranasfer Specialist
Alistair McNeil MIFS DipFS
Independent Financial Adviser
Maurice Spillane DipFA
Independent Financial Adviser
Charles Fisher BSc(Hons) DipPFS
Independent Financial Adviser
David Tait DipPFS
Independent Financail Adviser
David Jellema CertCII
Independent Financial Adviser
Graham Smith DipPFS
Independent Financial Adviser
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 & MRS 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
Where to find us
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 of 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 of a sold holistic technical background, however explained in a simple manner - straight forward and jargon free

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

Advanced Asset Consultants is authorised and regulated by the Financial Conduct Authority, Registration Number 506551.

The Financial Conduct Authority does not regulate National Savings and Investments, some forms of mortgage, tax planning, taxation, trust advice, offshore investment or school fee planning.

The information provided by Advanced Asset Consultants is subject to the UK regulatory regime and is therefore primarily targeted at UK consumers. Advanced Asset Consultants’ website and other online information is designed to give general information. It does not attempt to give advice on any particular investment or recommend any particular investment to you.

If you are uncertain whether a particular investment is suitable for you, contact Advanced Asset Consultants on [email protected]

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