Expert Financial Planning Advice

Advanced Asset Consultants Ltd is a leading private firm of independent financial advisers, offering financial planning advice to personal and corporate clients. Working closely with your existing professional advisers to achieve the right outcome for you, our financial advisers offer advice on a full range of financial services, including investments, ethical and social investments, pensions, insurance and protection, trusts and estate planning.

Our independent financial planners provide impartial and holistic advice for those serious about growing, protecting and preserving their wealth. We offer a comprehensive wealth planning service that leverages our extensive experience to create integrated, co-ordinated and highly bespoke wealth management strategies.

Based on a series of investigatory questions related to your degree of risk and capacity for loss and an analysis of your personal circumstances, we will recommend an appropriate level of investment risk and invest your capital in line with your objectives.

We will also consider your long-term care as well as estate planning, which may involve updating or putting in place wills and powers of attorney.

Our revolutionary Personal Finance Portal (PFP) gives you access to your finances whenever you want via any mobile or web device. PFP enables you to view your fund information and financial portfolio at the click of a button. So whether you're looking for an up-to-date valuation of your portfolio, want to see how you're progressing towards your goals or simply want to get in touch, PFP has it covered.

With emails and mail increasingly susceptible to interception, we treat the security of the date you share with us with the utmost importance. Our personal finance portfolio provides a secure messaging service so you can quickly get in touch with us. Enjoy the peace of mind that comes with knowing that any information you share with us is encrypted and completely private.

Investments

We offer a wide range of investment approaches, many of them traditionally 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. We want our 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 into the investment process. At Advanced Asset Consultants we put ethical investments at the core of our investments.

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Pensions

New pension freedoms have made obtaining the correct advice in relation to your pension absolutely essential. We will discuss your retirement options and assist you in your financial planning with the aim of creating long-term wealth for your family. Accessing the funds available to you can be life changing, however, many clients are unaware of what is available to them. Advanced Asset Consultants provide comprehensive advice on the best way forward for your pension planning.

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Tax Planning

A careful tax strategy is the cornerstone of an effective financial planning. We ensure your assets are protected from unnecessary taxes, including income tax, inheritance tax and capital gains tax. This makes your investments as efficient as possible and maximises your return on investment.

Advanced Asset Consultants’ tax planning services can save you paying thousands in unnecessary taxes.

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Investment Risk - Simple Rules to Follow

Our presentation video highlights the Model Portfolio Theory by Nobel Prize-winning economist Harry Markowitz and explains how a well-diversified portfolio can benefit investors over long terms. The greater return you want, the more risk you will usually have to accept.

The greater risk you take with your investments, the greater the chance of losing some or all of your initial investment. The purpose of your investment and when you'll need access to your money will have a big impact on what types of investments are right for you. If you are saving over the short-term, it is wise not to take a large amount of capital risk. When investing for the long-term, you can afford to take more risk as your money has more time to recover from falls in the markets. Investing in shares has historically proven to be the best way to drive growth that outstrips inflation.

Financial Guides

May/June 2017 Magazine

May/June 2017 Magazine

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

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Factsheets

A Guide to Retirement Planning

A Guide to Retirement Planning

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

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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 …

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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. …

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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 …

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£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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