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Business Details
17 Years
experience
Your Trusted Financial Partner in Glasgow
Established in 2009, Advanced Asset Consultants has emerged as a premier provider of independent financial planning advice for private and corporate clients across the UK. Our foundation in Glasgow serves as the hub for delivering impartial, unbiased, and objective financial solutions tailored to protect and enhance client wealth. With a team of highly qualified Chartered professionals, we specialise in Defined Benefit Pension transfers, pensions, investments, Inheritance Tax planning, and Estate planning. Our approach prioritises long-term relationships, enabling us to adapt financial strategies as client circumstances evolve. Regulated by the Financial Conduct Authority (FCA), we adhere to rigorous ethical standards, ensuring transparency and trust in every recommendation.

Our expertise is demonstrated through bespoke advice that aligns with individual risk profiles and life goals, supported by state-of-the-art technology for optimal outcomes. Client testimonials highlight our professionalism, efficiency, and the personal touch that defines our service. As a firm with three Fellows of the Chartered Insurance Institute, we maintain a commitment to excellence, evidenced by our Chartered statusa distinction held by only 14% of UK firms. We believe in collaborative planning, working alongside accountants, solicitors, and trustees to deliver comprehensive solutions. Our fee structure is transparent, with initial consultations offered at no charge to ensure alignment with client needs before proceeding.
Services
Pensions Investments Protection Wealth Planning Estate Planning
Details
  • Year established: 2009
Highlights and features
  • We offer 15+ years of experience in independent financial planning
  • Our team includes Chartered Insurance Institute Fellows with Master's qualifications
  • We provide transparent fee structures with no hidden costs
  • Our FCA regulation ensures adherence to strict ethical standards
  • Client testimonials highlight our consistent delivery of reliable financial advice
Associations and certifications
  • Financial Conduct Authority (FCA)
  • Chartered Insurance Institute
What people say
Highly appreciative Great and friendly service Efficient and professional Complete trust Years of financial advice
Services
Pensions
We specialise in navigating the evolving pensions landscape, helping clients optimise retirement options through Defined Benefit transfers and strategic income planning. Our FCA-regulated advice considers individual risk profiles and longevity trends to create sustainable retirement incomes. With expertise in pensions freedom legislation, we ensure clients make informed decisions about their retirement savings.
Investments
Our investment solutions focus on building capital through tailored portfolios that balance growth potential with risk management. We help clients achieve long-term financial goals through diversified strategies, considering market volatility and personal financial objectives. Our approach combines cash management with complex investment structures to maximise wealth accumulation.
Protection
We develop comprehensive protection strategies to safeguard assets against unforeseen events like illness, death, or income loss. Our services include Inheritance Tax planning and estate structuring to ensure wealth transfer efficiency. Through integrated planning, we help clients create lasting legacies while maintaining financial security for their families.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, and wealth protection planning for private and corporate clients across the UK.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under number 506551.
How do you approach financial planning?
We develop long-term relationships to create tailored strategies, working with accountants and solicitors to deliver comprehensive solutions.
What fees do you charge for your services?
We provide transparent fee structures with initial consultations offered at no charge to assess your specific needs.
Do you serve clients outside Glasgow?
Yes, we provide financial planning services to clients throughout the United Kingdom.