Independent financial advice with clarity and confidence
At Advanced Asset Consultants, we believe financial planning should feel clear, personal, and empowering. As a truly independent and Chartered firm, we provide unbiased advice tailored to your goals—whether you want to build long-term wealth, protect your family’s future, or create a secure retirement.
Our role is to simplify complex financial decisions and give you the confidence to move forward. We take the time to understand what matters most to you, analyse your complete financial position, and deliver straightforward recommendations you can trust. With transparent communication, ongoing support, and a commitment to Consumer Duty, we help you plan, protect, and grow your wealth with complete peace of mind.
As a Chartered Financial Planning firm, we operate at one of the highest recognised standards in the profession. The low percentage of firms holding this status—awarded by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI)—reflects just how significant this benchmark is. Firms must meet rigorous criteria, including advanced qualification levels, continuous professional development, and adherence to a strict code of ethics. It is not an industry-wide standard but a distinguishing mark of quality, professionalism, and trust.
As of 2025, only around 14% of financial adviser firms in the UK hold corporate Chartered status—placing Advanced Asset Consultants firmly among the sector’s most qualified and trusted firms.
About us
Since 2009, Advanced Asset Consultants has provided fully independent financial planning services to clients across the UK. Based in Glasgow, we are proud to be a Chartered firm—recognised for our technical expertise, ethical standards, and commitment to delivering the highest level of professional advice.
Consumer Duty at Advanced Asset Consultants
Putting Your Best Interests First
Consumer Duty is a new FCA standard that requires financial planning firms to deliver higher levels of client care, clarity, and value than ever before. At Advanced Asset Consultants, this aligns naturally with how we already operate: transparent advice, fair value, and long-term client outcomes.
What Consumer Duty Means for You
1. Clear and Understandable Advice
We ensure all recommendations are explained in plain English, with no jargon or unnecessary complexity. You will always know:
- Why a solution is recommended
- The risks involved
- The costs you will pay
- How it supports your long-term goals
2. Fair Value and Transparent Fees
Our fees are fully disclosed, easy to understand, and directly linked to the value of the service you receive. We regularly review our fees and service levels to ensure they remain fair, proportionate, and competitive.
3. Products and Services Designed Around You
We only recommend products and planning strategies that are:
- Suitable for your needs
- Appropriate for your level of experience
- Aligned with your risk appetite and financial objectives
We do not offer one-size-fits-all solutions—everything is tailored.
4. Ongoing Support When You Need It
Consumer Duty requires firms to support clients throughout their financial journey. We provide:
- Regular reviews
- Access to your adviser
- Clear communication
- Help with any changes in your circumstances
We avoid delays, unnecessary steps, or anything that prevents you from making informed decisions.
5. Extra Care for Vulnerable Clients
Where additional support is needed—due to health, bereavement, age, or financial stress—we take extra steps to ensure you fully understand your options and feel supported throughout.
Our Commitment
Consumer Duty isn’t a one-off exercise. We continuously review our processes, documents, and client experience to ensure we consistently meet the FCA’s expectations and deliver good outcomes for every client.
At Advanced Asset Consultants, Consumer Duty is not about compliance—it is about delivering the highest standards of professional financial planning.
Our Clients
Advanced Asset Consultants has been built on the foundations of honesty, reliability, and exceptional service. We are proud to have developed long-lasting relationships with the individuals, families, and businesses we support—many of whom have trusted our advice for nearly 30 years. Over this time, those relationships have grown beyond client and adviser, forming genuine partnerships and, in many cases, lasting friendships.
We are delighted to hold consistently high client satisfaction, reflected in our 5-star reviews across independent platforms. We encourage prospective clients to read these testimonials to understand the level of service, care, and professionalism we deliver. Their feedback speaks to the pride we take in every aspect of our work.
AAC provides both personal and corporate advice across a comprehensive range of financial planning areas, including:
Pensions
Planning for retirement is one of the biggest financial decisions you’ll make. We’ll help you make the most of your pension and ensure you have a clear, tax-efficient plan in place.
You may be looking to:
- Build a retirement income strategy
- Review or consolidate your pensions
- Understand Defined Benefit transfer options
- Maximise tax efficiency
Investments
Your money should work as hard as you do. We develop personalised investment strategies designed to grow and safeguard your wealth, tailored to your objectives and risk appetite.
Our clients often want to:
- Grow your wealth over the long term
- Build a diversified portfolio
- Manage risk effectively
- Align investments with your values
Protection
Life doesn’t always go according to plan. Protection guarantees your income, family, and business are protected against unforeseen events, offering peace of mind when you need it most.
You might need protection to:
- Protect your family’s future
- Safeguard your income if you can’t work
- Ensure business continuity
- Maintain financial stability during uncertain times
Guidance shaped around your goals
We support individuals, families, entrepreneurs, and professional partners. Whatever you are, we’ll tailor our advice to your goals.
Personal and
family needs
Your financial journey is deeply personal. Whether you’re planning for retirement, investing for growth, or ensuring your family’s protection, we’ll help you put the right strategies in place.
Business owners
and entrepreneurs
Running a business requires energy, time, and focus. However, while you build your company, it’s equally important to protect your own financial future.
Professional
partners
Effective financial planning often involves collaboration. We work closely with lawyers, accountants, and professional advisers to provide integrated solutions for our clients.
Financial News
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Ready for personalised support and specialised expertise to help you achieve what matters most?
Whether you have a question about our services or would like to learn more, we are here to assist you.
Please complete the form below to begin your journey with Advanced Asset Consultants.
If you prefer, you can call us on +44 (0)141 331 2434
Our Address
Advanced Asset Consultants
Tay House (Spaces),
300 Bath Street,
Glasgow
G2 4JR
Tel: +44 (0)141 331 2434
Email: advisers@advancedasset.co.uk
