Advanced Asset Consultants Ltd

Advanced Asset Consultants can trace its history back to 2002 when it was founded with a goal of providing financial planning to corporate and private clients accross the United Kingdom.Since then,we have helped thousands of clients acheive their financial goals throughout challenging economic conditions.

We are immensely proud of the service we deliver and owe much of that to the quality of our team.Our dedicated team of Independent Financial Planners all hold professional qualifications from Chartered Insurance Institute,the London Institute of Banking & Finance and the Chartered Institute for Securities & Investments,and supported by highly experienced paraplanners,technical specialists as well as Administrators.

We have considerable experience designing safe portfolios that still deliver satisfactory returns.When circumstances demand it we are prepared to advise radical action.Looking back our advisers ( September 2007) instructed clients to exit the stock market as well as commercial property markets and invest in safer cash/money market funds. This sheltered our clients from the huge losses suffered across the world.Again In (2008 ) we instructed clients to withdraw any deposits lodged in Icelandic banks in advance of them going into administration. Once more this protected our clients from large losses and saved them countless sleepless nights.

We have embraced the latest technology to allow you access to information and analysis on your fund and portfolio. We provide online access to valuations,an assessment of your progress against investment goals and allow secure messaging between you and your adviser.

We also provide secure online storage for all important documents, which are available 24/7 via any desktop, laptop, tablet or smartphone.All our technology meets regulatory requirements for information security.

Advanced Asset Consultants is truly independent.We are not linked to any one insurance or investment group and can, therefore,act throughout the whole of the market in your best interests.

Our highly trained independent financial planners and support staff hold excellent qualifications from the Chartered Insurance Institute and have extensive industry experience. All advisers undertake an additional 35–50 hours of study every year to maintain the strict standards we require.

We are committed to improving our knowledge and are currently on course to achieving chartered status. We believe achieving chartered status is the most appropriate way to demonstrate our experience and expertise to our clients.

We know you expect more than professional expertise from your financial advisers. You also need approachable people who really understand how important your finances are to you.

Our support staff combine extensive experience with strong formal backgrounds. Most are qualified to the same standard as a financial adviser and hold a diploma in financial planning.

We know that the cost of care for the elderly is a massive concern for many clients and their families. All our advisers hold the Long-term Care CII Qualification, Advanced Pension Qualifications (AF3), Discretionary Investment Management Certificates (J10), the Securities Advice and Dealing Paper (J12) and are familiar with the latest Pension update programme launched in July 2015 (R08). Suffice to say, we are exceptionally well qualified to give advice in this sensitive area.

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Financial Guides

September/October Magazine 2018

September/October Magazine 2018

Cash may not be King: Pension savers risk a significant tax bill 

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Factsheets

A Guide to Self-Invested Personal Pensions

A Guide to Self-Invested Personal Pensions

Taking greater control of your retirement plans for the future

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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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