Advanced Asset Consultants Ltd
Initial consultation free
Independent
Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
We can advise you on
Clients
helped
256helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£500k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Pauline Doherty FPFS EFP FPFS EFP
Chartered Financial Planner
MR Scott Keachie BA (Hons) DipFA AwPTER EFA
Director -Pension Tranasfer Specialist
MR Dave McConnell MSc FPFS EFP
Director-Chartered Financial Planner
Mr Graeme Davidson LL.B (Hons) DipLP DipPFS EFA
Financial Planner
What our clients say
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Mr & MrS Rodger
I would like to express our thanks for the manner in which you have looked after our finances since we took early retirement. Your advice, particularly when you advised me to transfer my private...
dr
Dr Reid
The team within Advanced Asset Consultants are Efficient, Professional and extremely knowledgeable.
mj
Mr J & A Robinson
Sometimes I am wary of recommending companies to family and friends but I would have no hesitation of recommending Advanced Asset Consultants to anyone, Dave is efficient friendly and full of...
rk
R & K Callaghan
As a customer, Dave you provide a great and friendly service feel like one of the family thank you for the years of financial advice.
g
George
All I can say is have a chat to Dave & his team, you won't be disappointed.
He has been looking after my fiances for the best part of 25 years always available when you need advice.
k
Karen
I have no hesitation in recommending your 1st class service with complete trust and I look forward to a continued relationship with you.
Compliance
Advanced Asset Consultants Limited is authorised and regulated by the Financial Conduct Authority No. 506551.
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