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

September/October 2017 Magazine

September/October 2017 Magazine

New State Pension Age - How will it affect your retirement plans?

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Factsheets

A Guide to Protection Matters

A Guide to Protection Matters

Protecting, Preserving or Ultimatley Distributing your Wealth 

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News + Media

Die poor or Plan ahead ?

Sunday July 16, 2017

Most people are quite surprised to discover just how much they are worth. How often have you heard someone say, “I’m worth more dead than alive”? Britons will pay almost £2 billion more in inheritance tax over the next five years than previously thought, official estimates have revealed. It will rise from an estimated £4.7 …

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Further reduction in Lifetime Allowance or Annual Allowance on the cards?

Monday July 10, 2017

      I wrote in March 2016 the then chancellor George Osborne may consider further reduction in the lifetime allowance (LTA) however he decided to leave this at the current level of £1m, for the time being, growing numbers of worker’s risk tax shocks because they are unknowingly on course to exceed this limit. …

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Can you read the future?

Saturday July 01, 2017

Investing is about the long game however are people getting nervous as stock markets in the US and UK bump around their all-time highs. Newspaper reports are beginning to speculate that a correction may be around the corner. The biggest danger isn’t the correction or a bear market, its being out of the market on …

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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 …

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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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