Expert Financial Planning Advice

Advanced Asset Consultants Ltd is a leading firm of Chartered Financial Planners,offering holistic financial advice to private clients,companies,pension scheme members and trustees.Working closely with your existing professional advisers to achieve the right outcome for you,our financial planners offer advice on a full range of services,covering pensions,investments,ethical and socially responsible investments,protection,trusts and estate planning.

Our independent financial planners provide impartial holistic advice for those serious about growing,protecting and preserving their wealth.We offer a comprehensive wealth planning service that leverages our extensive experience to create integrated, co-ordinated and highly bespoke wealth management strategies.

Based on a series of investigatory questions related to your degree of risk,capacity for loss and an analysis of your personal circumstances,we will recommend an appropriate level of investment risk and invest your capital in line with your objectives and needs.

We will also consider your long-term care as well as estate planning,which may involve updating or putting in place wills and powers of attorney.

Our revolutionary Personal Finance Portal (PFP) gives you access to your finances whenever you want via any mobile or web device.PFP enables you to view your fund information and financial portfolio at the click of a button. So whether you're looking for an up-to-date valuation of your portfolio, want to see how you're progressing towards your goals or simply want to get in touch, PFP has it covered.

With e-mails and mail increasingly susceptible to interception,we treat the security of the date you share with us with the utmost importance. Our personal finance portal provides a secure messaging service so you can quickly get in touch with us.Enjoy the peace of mind that comes with knowing that any information you share with us is encrypted and completely private.

Investments

We offer a wide range of investment approaches,many of them traditionally reserved for institutional investors and the ultra wealthy.The costs of these approaches are often low in percentage terms due to the enormous amounts of money being managed.We want our clients to benefit from these types of innovative investment techniques at the lowest possible cost.

More

Ethical & Social Investments

At its core ethical investment involves a range of investment styles which go beyond simple financial return.These aim to incorporate investors’ethical, social and environmental values into the investment process.At Advanced Asset Consultants we put ethical investments at the core of our investments.

More

Pensions

New pension freedoms have made obtaining the correct advice in relation to your pension absolutely essential.We will discuss your retirement options and assist you in your financial planning with the aim of creating long-term wealth for your family.Accessing the funds available to you can be life changing,however,many clients are unaware of what is available to them.Advanced Asset Consultants provide comprehensive advice on the best way forward for your pension planning.

More

Tax Planning

A careful tax strategy is the cornerstone of an effective financial planning.We ensure your assets are protected from unnecessary taxes,including income tax,inheritance tax and capital gains tax.This makes your investments as efficient as possible and maximises your return on investment.

Advanced Asset Consultants tax planning services can save you paying thousands in unnecessary taxes.

More

Investment Risk - Simple Rules to Follow

Our presentation video highlights the Model Portfolio Theory by Nobel Prize-winning economist Harry Markowitz and explains how a well-diversified portfolio can benefit investors over long terms.The greater return you want, the more risk you will usually have to accept.

The greater risk you take with your investments,the greater the chance of losing some or all of your initial investment.The purpose of your investment and when you'll need access to your money will have a big impact on what types of investments are right for you.If you are saving over the short-term,it is wise not to take a large amount of capital risk.When investing for the long-term,you can afford to take more risk as your money has more time to recover from falls in the markets.Investing in shares has historically proven to be the best way to drive growth that outstrips inflation.

Financial Guides

November/December 2017 Magazine

November/December 2017 Magazine

Turbocharge your pension: Will you be able to afford the retirement lifestyle you want?

Download

Factsheets

A Guide to Self-Invested Personal Pensions

A Guide to Self-Invested Personal Pensions

Putting you in control of your financial future

Download

News + Media

Die poor or Plan ahead ?

Sunday July 16, 2017

Most people are quite surprised to discover just how much they are worth. How often have you heard someone say, “I’m worth more dead than alive”? Britons will pay almost £2 billion more in inheritance tax over the next five years than previously thought, official estimates have revealed. It will rise from an estimated £4.7 …

More

Further reduction in Lifetime Allowance or Annual Allowance on the cards?

Monday July 10, 2017

      I wrote in March 2016 the then chancellor George Osborne may consider further reduction in the lifetime allowance (LTA) however he decided to leave this at the current level of £1m, for the time being, growing numbers of worker’s risk tax shocks because they are unknowingly on course to exceed this limit. …

More

Can you read the future?

Saturday July 01, 2017

Investing is about the long game however are people getting nervous as stock markets in the US and UK bump around their all-time highs. Newspaper reports are beginning to speculate that a correction may be around the corner. The biggest danger isn’t the correction or a bear market, its being out of the market on …

More

Tapering of annual allowance for high incomes – adjusted and threshold incomes

Wednesday May 31, 2017

This measure restricts pension tax relief by introducing a tapered reduction in the amount of the annual allowance for individuals with an adjusted income of over £150,000 and a threshold income over £110,000. Key facts The annual allowance will be reduced for individuals who have ‘adjusted income’ over £150,000 a year. The reduction in the …

More

Twitter

© 2017 AAC • all rights reserved • Site powered by Zostro

Registered in Scotland SC362302 Advanced Asset Consultants Ltd. is authorised and regulated by the Financial Conduct Authority FCA Registration No: 506551 The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Advanced Asset Consultants Limited on 0141 331 2434.

eia uksif AAC