Holistic Financial Planning that Suit Your Needs

Our Independent Financial Planning provides impartial holistic advice to those who are serious about growing,protecting and preserving their wealth.We work in partnership with you, building an investment strategy specifically tailored to your needs.

We strive to ensure the right investment strategy for you based on your on-going risk and capacity for loss profile.Our service is tailored to your specific and ever-evolving needs.

We undertake the investment,administration and compliance responsibilities for all portfolios under our management.

Based on extensive feedback from our existing clients,Advanced Asset Consultants provide a range of wealth management services to suit your present and future needs.

We offer a number of services to best meet your needs;

  • Lifetime Cashflow Modelling 
  • Discretionary Investment Management
  • Occupational Review Service
  • Investment Review Service

We also offer a range of tax wrappers to mitigate the impact of income tax, capital gains tax and inheritance tax,including self-invested personal pensions,individual savings accounts, offshore bonds and many many more options that are available.

Investments

There are a wide range of investment approaches available today, many of them are exclusively 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.Advanced Asset Consultants Ltd want the retail clients to benefit from these types of innovative investment techniques at the lowest possible cost.

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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 and opinions into the investment process.At Advanced Asset Consultants Ltd,we put responsible investment at the core of our investment planning.

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Pensions

The new Pension Freedoms have made obtaining the correct advice in relation to your pension essential.We will discuss with you your retirement options and assist you in your financial planning, with the aim of creating long term wealth for your family.Finding out what is available to you can be life changing,however many clients are unaware of the recent changes in pension legislation.Advanced Asset Consultants Ltd can provide advice on the best way forward to suit your needs.

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Tax Planning

This is the cornerstone of financial planning.We ensure your assets are protected from unnecessary tax,be it Income Tax, Inheritance Tax or Capital Gains Tax,and that your investments are as efficient as they can be.

Advanced Asset Consultants Ltd Tax Planning Services can save you paying thousands in unnecessary taxes.

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Financial Guides

May/June Magazine 2018

May/June Magazine 2018

Protecting your Estate for Future Generations: Many individuals find the Inheritance Tax rules too complicated.

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Factsheets

A Guide to Retirement Planning

A Guide to Retirement Planning

Creating the opportunity to enjoy your life after work

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News + Media

Better Safe Than Skint…

Monday April 30, 2018

Traditionally when retiring an annuity was purchased providing income throughout life providing longevity protection with over 700,000 pension holders accessing their pots, 17% of which have purchased some form of an annuity, not that surprising I hear you say. However, annuities purchased from existing providers (clients not using open market option) are still hovering around …

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Insistent Client- Defined Benefit Disaster

Monday April 30, 2018

There has been much discussion within the financial advice sector on the term “insistent client” ever more so with regards to Defined Benefits transfers and how this should be approached. Let me nail my colours to the mast from the outset. There is no place for “Insistent client” within the Financial Planning Profession for the …

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Stock Market Turbulence Is Normal

Monday March 19, 2018

state pension, retirement age, retirement planning, workplace pensions, starting a pensionDon’t let global uncertainties affect your financial planning for the years ahead. The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment …

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Can “DIY” pension be the best option for DB transfers

Monday March 19, 2018

I read with interest the rise in individuals managing their pension pots has increased from 5% to 30% since pension freedoms in 2015. Should there be concerns or is this just down to the general public’s view on financial planning, we read almost every other day that self-managing pensions are the best option, why pay …

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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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