Business Details
17 Years
experience
Independent Financial Planning Experts in Glasgow
Established in 2009, Advanced Asset Consultants (AAC) is a premier provider of independent financial planning advice for private and corporate clients. Based in Glasgow, we specialise in pensions, investments, protection, and wealth management, serving clients across the UK. Our team of highly qualified Chartered professionals holds fellowships with the Chartered Insurance Institute, including a Masters degree in financial planning, ensuring expertise of the highest standard. Regulated by the Financial Conduct Authority (FCA), we prioritise client trust through transparent fee structures, personalised service, and long-term relationship-building.We collaborate with accountants, solicitors, and trustees to deliver tailored solutions, focusing on retirement planning, tax efficiency, and wealth preservation. Our approach combines cutting-edge technology with rigorous analysis to recommend options aligned with individual client needs, ensuring financial decisions are open to scrutiny and tested against market volatility.
Services
Pensions
Investments
Protection
Financial Planning
Wealth Management
Details
- Year established: 2009
Highlights and features
- We have over 15 years of experience in independent financial planning.
- Our team includes Chartered Insurance Institute fellows with advanced qualifications.
- We provide transparent fee structures and personalised financial strategies.
- We collaborate with accountants and solicitors for holistic client solutions.
- We are regulated by the Financial Conduct Authority (FCA) for consumer protection.
Associations and certifications
- Financial Conduct Authority
- Chartered Insurance Institute
What people say
Professionally dealt with
Efficient friendly
Great service
Highly appreciative
Complete trust
Services
Pensions
We guide clients through evolving pension legislation to create tax-efficient retirement strategies. Our advice covers defined benefit transfers, income planning, and market volatility mitigation. With increasing life expectancy, we ensure financial security for decades of retirement.
Investments
Our investment solutions build capital for retirement, property purchases, or education fees. We assess risk tolerance and market trends to structure portfolios that balance growth with protection against inflation and legislative changes.
Protection
We design protection strategies against inheritance tax, premature death, and income loss. Through tailored wills, trusts, and insurance, we preserve assets for future generations while addressing emotional and financial complexities.
People
Dave
Lead Financial Planner
With over 25 years of experience, Dave specialises in retirement planning and pension transfers. He combines technical expertise with a client-focused approach, ensuring clear communication and long-term trust.
Dr Reid
Senior Consultant
Dr Reid brings academic and practical expertise in wealth management, focusing on tax-efficient strategies. His analytical approach ensures clients receive data-driven recommendations aligned with their financial goals.
Questions
What services does Advanced Asset Consultants offer?
We specialise in pensions, investments, protection, retirement planning, and wealth management for private and corporate clients.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) and hold Chartered status with the Chartered Insurance Institute.
How are your fees structured?
We provide transparent fee structures with no hidden costs, explained fully in writing before any service commencement.
Do you work with other professionals like accountants?
Yes, we collaborate with accountants, solicitors, and trustees to ensure comprehensive financial solutions for clients.
Can you help with retirement planning?
We offer tailored retirement strategies, including pension transfers and tax-efficient income planning, to secure your financial future.
What areas do you serve?
Based in Glasgow, we provide services nationwide across the UK for both individual and corporate clients.
Reviews (2)
Super Asia
Aug 20, 2021
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We needed to set up a couple of SIPPs and purchase a property using them. Qasim was very professional throughout and absolutely spot on with the service provided from beginning to end. He was completely in tune with our requirements and never let us down. Our needs were always given prominence and his advice was well informed and accurate. An absolute pleasure to deal with, as the complex process was made to feel easy with his guidance. Not usually one to leave a review but Qasim's hard work certainly merits a 5 star review.
George Harper
Dec 09, 2020
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Great company with great people working their who were always happy to help with any issues I had big or small, overall very professional and was glad with the results.
