Advanced Asset Consultants Ltd

Independent Financial Adviser  23 Newton Place, Larbert, Stirling and falkirk, FK5 4ZN
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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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
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
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
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
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
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
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.

Where to find us
Head office address: 23 Newton Place, City of Glasgow, Glasgow, G3 7PY
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
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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