Corporate Services

Advanced Asset Consultants provide business owners with a comprehensive corporate financial planning service in addition to personal financial advice. We work in conjunction with other professional advisers to assist the whole of our clients’ businesses.

Selecting the best benefits strategy is a core part of building a successful company. We ensure that our clients are able to continue meeting the challenges of a competitive business environment whilst ensuring they are adequately protected. This could be a simple case of reviewing, strengthening and streamlining your existing requirements or it may involve introducing a completely new set of employee benefits.

In today's world of tight budgets and timescales, we will work with you to organise a simple, headache-free package for your employees. This could even include a financial advice service to your employees at greatly reduced cost to them.

Alternatively, you may want to empower and reward your employees by allowing them the flexibility to build their own package from a range of options you set. Working with Advanced Asset Consultants means you take the lead: you set your priorities and you choose your own package of assistance.

Auto-enrolment is a particular concern for business owners who lack the time to find their way through a maze of information and legal requirements. Thankfully, our advisers are there to support you.

From straightforward life cover and complex pension planning to the new NEST pension scheme, we streamline the process and make it as understandable as possible.

For more information on auto-enrolment and NEST, please email us for a helpful factsheet.

Other services:

  • Group Pensions/Auto-Enrolment
  • Corporate Insurance
  • Corporate Financial Planning
  • Key Person Protection
  • Share Protection
  • Employee Benefits Arrangements
  • Employees Financial Advice Service
  • Personal Pension/SIPPs
  • Income Protection

Download your employers guide to Auto Enrolment

Arrange an Appointment

Financial Guides

May/June 2017 Magazine

May/June 2017 Magazine

Road To Brexit - Biggest investment planning challenge over the coming years for all investors



A Guide to Retirement Planning

A Guide to Retirement Planning

How will you ensure you achieve the retirement lifestyle you deserve?


News + Media

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 …


Check the FCA Register-Scam Advisers looking to get your pension

Friday April 28, 2017

pensions, pension planningConventional 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. …


Pension freedom withdrawals cut through £10bn barrier

Wednesday April 26, 2017

More 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 …


£20k ‘death tax’: Government new Tax charge

Wednesday April 12, 2017

The 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.

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