Advanced Asset Consultants Ltd

Independent Financial Adviser  23 Newton Place, Cumnock, Ayrshire and arran, KA18 2RE
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FCA authorised
Last authorised 13th July 2020
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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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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Small business
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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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Stockbroking services
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Long term care
Meet our advisers
Dave McConnell FPFS Cert SMP
Director-Chartered Financial Planner
Scott Keachie DIPF AwPETR
Pension Transfer Specialist
Kevin Lynch BEng FPFS
Director-Chartered Financial Planner
Graham Smith DipPFS
Independent Financial Planner
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 of a sold holistic technical background, however explained in a simple manner - straightforward 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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
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