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.
Wednesday May 31, 2017This 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 …
Friday April 28, 2017Conventional wisdom points to defined benefit schemes as the gold standard of retirement provision. This position is also held by the Financial Conduct Authority, which has led to the majority of financial advisers opting out of providing advice in this area. Those ‘specialist’ firms that do provide advice are typically reliant on the Critical Yield Method. …
Wednesday April 26, 2017More than £10bn has been accessed flexibly since the introduction of pension freedom in 2015, the latest HM Revenue & Customs statistics have shown. A total £1.59bn was flexibly withdrawn in Q1 2017, the most in any quarter since Q2 2016 and the second-highest figure seen. More than 390,000 flexible payments were made in the …
Wednesday April 12, 2017The Government’s dramatic increase in probate fees is attracting more outcry as it emerges the Ministry of Justice does not know how much it costs to handle an application for probate. From next month, a new system takes effect that will see the largest estates pay £20,000 in probate fees. Probate must be granted to …
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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.