Expert Financial Planning Advice
Advanced Asset Consultants is a leading Chartered Financial Planning practice with the goal of providing financial education and planning advice to individuals, families, trusts as well as corporate bodies across the United Kingdom. We have assisted many clients to achieve their financial freedom throughout challenging economic conditions.
We are immensely proud of the service we deliver...We owe much of that to the quality of our people. Our dedicated team of financial planners all hold professional qualifications the highest of which is the Fellowship. Fellowship of the Personal Financial Society (FPFS) is the very highest designation awarded by the Personal Finance Society (PFS). This achievement has only been obtained by a very small percentage of advisers operating in the UK. Of 35,000 members of the PFS, less than 2,900 hold this advanced level qualification. AAC have three fellows who provide all our clients with technical expertise you would expect when dealing with your financial planning needs and supported by highly experienced paraplanners and administrators.
We are committed to providing the highest standard of financial planning advice and service. Your requirements are critical to us, and for any advice or assistance we offer we will:
• Be open, honest and transparent in the way we deal with you.• Not place our interest above yours.• Communicate clearly, promptly and without jargon
No two people have identical financial circumstances, which is why it is essential you have a custom financial planning solution that meets your individual needs and goals. Planning for financial success can be complicated in today's world. Broad knowledge of everything from complicated retirement and investment products to risk management strategies and tax laws is required.
Your financial roadmap (cashflow plan ) should provide you with clarity about your future. It should detail every aspect of your vision: your hopes, fears and goals. It should also describe exactly how your future will look and help you to know exactly where you are headed and when you are likely to arrive.
Our financial planners help clients achieve their goals building towards financial freedom. We have built up experience and expertise over decades within the financial planning industry.You may need one-off advice for a specific need, such as retirement planning or managing inheritance tax. Alternatively, you may need our ongoing support and guidance with a personalised financial plan that covers all areas of your finances.
Whatever you want to achieve with your wealth... Our financial planners are here to help
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 e-mails and mail increasingly susceptible to interception,we treat the security of the data you share with us with the utmost importance. Our personal finance portal provides a secure messaging service so you can quickly contact us as well as we have updated to the latest GDPR regulations. Enjoy the peace of mind that comes with knowing that any information you share with us is encrypted and completely private.