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.

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

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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