This is the second review I have written. I think it’s relevant as our journey with AAC - specifically with Scott in Glasgow - has progressed significantly and our confidence and trust in the tailored... Ver mais
Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais
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Veja o que dizem as avaliações
We’ve been clients of David’s for over 25 years, even before he started AAC, and we wouldn’t go anywhere else. Over the years we’ve happily recommended him and his team to family and friends because... Ver mais
David has been a great support, helping tech phobic's like us navigate our pension planning. Home visits have never felt rushed and his professional expertise is second to none. Yet his ability t... Ver mais
We've been with AAc for eighteen months, moving from preparing to retire to retirement. Our advisor has reassured us that we are still on plan despite rising costs of living and increased spending. He... Ver mais
Detalhes da empresa
- Planejamento Financeiro
- Consultoria Empresarial
- Consultor Financeiro
- Serviços de Investimentos
- Central dos Aposentados e Pensionistas
- Consultor fiscal
Escrito pela empresa
Advanced Asset Consultants is a professional financial advisory firm that provides a range of services to clients looking to grow, manage, and protect their wealth. Our team of financial advisors is highly qualified and experienced in providing expert advice to help clients make informed investment decisions. The services we offer include: 1. Investment Management: We provide customized investment portfolios based on each client's unique needs, risk tolerance, and financial goals. 2. Wealth Management: We offer a comprehensive wealth management service that covers all aspects of financial planning, including retirement planning, tax planning, estate planning, and insurance planning. 3. Risk Management: We help clients manage their financial risks by providing tailored insurance solutions, including life insurance, disability insurance, and long-term care insurance. 4. Retirement Planning: We assist clients in planning for their retirement by providing guidance on Social Security, pensions, defined benefits plan. 5. Estate Planning: We work with clients to develop an estate plan that minimizes taxes and protects their assets for future generations. Our financial advisors take a client-centric approach and take the time to understand each client's unique financial situation and goals. They provide personalized advice and recommendations to help clients make informed decisions and achieve their financial objectives. We believe in the importance of ongoing communication and review with our clients, and we regularly provide updated information and advice to help them stay on track towards their financial goals. In summary, as an Advanced Asset Consultants, we provide expert financial advice and comprehensive wealth management services to help clients achieve their financial goals.
Informações de contato
Tay House (Spaces) 300 Bath Street,Scotland, G2 4JR, Glasgow, Reino Unido
- 01413312434
- advisers@advancedasset.co.uk
- advancedasset.co.uk
4,9
Excelente
68 avaliações
Sem histórico recente de pedidos de avaliações
Esta empresa não convidou os respectivos clientes recentemente, portanto as avaliações podem não ser representativas
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
I had a great experience using this…
I had a great experience using this company. I would recommend to any of my family or friends. They helped me achieve my financial goals and some more! Thanks once again to Dave who handled my case. Very professional throughout
10 de fevereiro de 2023
Avaliação não solicitada
Resposta da Advancedasset
Many thanks for your positive feedback and I hope we can continue to support you throughout your new venture with a sold financial plan.
Advanced Asset Review
Advanced Asset have been looking after a large portion of my pension assets for many years, and are currently engaged in my retirement planning.
Throughout my experience they have been giving me what I regard as sound financial advice which has stood me in good stead over the times.
2 de fevereiro de 2023
Avaliação não solicitada
Resposta da Advancedasset
Many thanks Neil for your response it is greatly appreciated
Great advice and guidance
Have been working with Kevin for over 10 years. Always offers very balanced approach and I have been delighted with investment results for my family and me.
9 de fevereiro de 2022
Avaliação não solicitada
Resposta da Advancedasset
HI Jim,Thanks for your kind words we hope to continue to support you and the team in the coming years.
I recently used AAC for my financial…
I recently used AAC for my financial planning and was extremely satisfied with the outcome. The financial planning I received was clear and straightforward, making it simple to understand. As a result, I now have peace of mind knowing that my future financial security is in good hands.
8 de fevereiro de 2023
Avaliação não solicitada
Resposta da Advancedasset
Many thanks Shannon,hopefully we can continue to support you and provide all the information your require in the longer term.
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