Financial Service Plans to Suit Your Needs

Our independent financial advisers provide impartial and 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.

Our Direct Simplified Investment service offers clients no initial charge and provides access to Individual Savings Accounts and General Investment Accounts on a passive strategic investment structure. The cost for the majority of our clients is only 0.71% per annum.

We offer a number of services to best meet your needs, ranging from capital growth to a discretionary management service. Our Direct Simplified Investment service caters for clients who want to invest directly at very low costs, while receiving regulated financial advice that they can trust.

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 AIM inheritance portfolios.

Our Personal Financial Portal grants you full access to valuations and portfolio performance at any time via any mobile or web device.

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

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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