Advanced Asset Consultants Ltd - A Different Approach

Our aims, our team and our dedication to our clients is what differentiates us from the crowd. Before we give any advice, we take the time to listen to your needs and requirements. When we’re ready to provide financial advice, it’s given in a straightforward way using practical and innovative solutions to deliver cost-effective plans for you and your business.

We have considerable experience designing safe portfolios that still deliver satisfactory returns. When circumstances demand it we are prepared to advise radical action.

In September 2007 our advisers instructed clients to exit the stock market as well as commercial property markets and invest in safer cash and money market funds. This sheltered our clients from the huge losses suffered across the world. In 2008 our advisers instructed clients to withdraw any deposits lodged in Icelandic banks in advance of them going into administration. Once more this protected our clients from large losses and saved them countless sleepless nights.

We have embraced the latest technology to allow you access to information and analysis on your fund and portfolio. We provide instant online access to valuations, an assessment of your progress against investment goals and allow secure messaging between you and your adviser.

We also provide secure online storage for all important documents, which are available 24/7 via any desktop, laptop, tablet or smartphone. All our technology meets regulatory requirements for information security.

Advanced Asset Consultants is truly independent. We are not linked to any one insurance or investment group and can, therefore, act throughout the whole of the market in your best interests.

Our highly trained independent financial advisers and support staff hold excellent qualifications from the Chartered Insurance Institute and have extensive industry experience. All advisers undertake an additional 30–50 hours of study every year to maintain the strict standards we require.

We are committed to improving our knowledge and are currently on course to achieving chartered status. We believe achieving chartered status is the most appropriate way to demonstrate our experience and expertise to our clients.

We know you expect more than professional expertise from your financial advisers. You also need approachable people who really understand how important your finances are to you.

Our support staff combine extensive experience with strong formal backgrounds. Most are qualified to the same standard as a financial adviser and hold a diploma in financial planning.

We know that the cost of care for the elderly is a massive concern for many clients and their families. All our advisers hold the Long-term Care CII Qualification, Advanced Pension Qualifications (AF3), Discretionary Investment Management Certificates (J10), the Securities Advice and Dealing Paper (J12) and are familiar with the latest Pension update programme launched in July 2015 (R08). Suffice to say, we are exceptionally well qualified to give advice in this sensitive area.

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Financial Guides

January/February 2017 Magazine

January/February 2017 Magazine

Investment Outlook: Taking advantage of opportunities in 2017

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Factsheets

A Guide to 2016/17 Year End Tax Planning

A Guide to 2016/17 Year End Tax Planning

Taking advantage of planning opportunities means getting tax savvy now

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News + Media

HMRC Capital Gains tax increases by 60%

Wednesday February 15, 2017

HM Revenue & Customs (HMRC) collected an additional £140m from investigations into unpaid capital gains tax (CGT) over the last financial year. Through analysing data from HMRC, £55m of the figure came from investigations relating to ‘wealthy individuals’ and mid-sized businesses with the remaining £85m stemming from regular taxpayers and small businesses. The substantial numbers …

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Top Trump -So what now ?

Thursday January 26, 2017

His inauguration on Friday 20 January. Trump was sworn in as the 45th President of the United States on the steps of the US Capitol at noon, when current president Barack Obama’s term expires. WHO ARE THE CLEAR WINNERS? Initially, the clear winners of this seismic election result appear to be US infrastructure and business. …

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Breaking the Taboo of Defined Benefit Pensions

Friday September 02, 2016

Conventional wisdom has historically seen ‘final salary’ pensions being held up as the gold standard of retirement provision. This is due to the benefits of these pensions typically outweighing what most people in an alternative ‘money purchase’ arrangement could receive in retirement. As such, transferring benefits away from a final salary pension into an alternative …

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BREXIT :Two Weeks on from decision

Friday July 08, 2016

life cover, life insurance, life assurance, trusts, discretionary trusts, tax planningA brief look at the FTSE 100 would suggest that not much has been happening since the UK voted to leave the European Union (EU). In fact, the FTSE 100 was at its highest level since August 2015 on Friday 1 July. The initial reaction in financial markets to the referendum result went as expected. …

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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.

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