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 of a sold holistic technical background, however explained in a simple manner - straightforward and jargon-free.
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".
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