About Us
Choosing the most suitable financial products plays an essential role in helping to secure your financial future. The complexity of the financial services industry coupled with so many different products and providers to choose from, means that the most important decision you can make is who to seek financial advice from. We hope that your choice will be Advanced Asset Management.
Advanced Asset Management (AAM), offer advice on all aspects of financial planning for both individuals and businesses. Our expertise lies in the specialist areas of retirement planning, investment advice, protection and inheritance tax planning.
We were awarded the 2nd fastest growing Independent Financial Adviser in the UK (2005-2006) by the M&E Network Ltd.
Independent & Impartial
As independent advisers, our clients benefit from our being able to offer advice on the broadest range of financial products and services across the whole market. So, whether you are looking for help with your savings & investments or something more specific such as annuities and inheritance tax planning, we have many years of experience in finding the most suitable solution for our clients' needs.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree priorities to assist you in achieving your objectives.
The Advanced Asset Management Team
Advanced Asset Management have a highly qualified team of independent financial and mortgage advisers. This coupled with the most advanced research tools, software systems and a dedicated client support team means that the paperwork traditionally associated with many financial institutions is significantly reduced. This makes us quicker, more efficient and allows us to spend more time with our clients and offer each individual a tailored service which is second to none.
Payment for Services
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner (Terms of Business).
Our initial consultation and recommendations are free of charge.
Disclaimer
For Investment Planning we make recommendations based upon the Whole of Market. The levels, bases and reliefsoftaxation are subject to change. The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
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