Advanced Asset Consultants Ltd-Chartered Financial Planners Company Profile, Contacts & Intelligence

Financial ServicesGlasgow City of Glasgow, United Kingdom8 employeesFounded 2009
1 contact with email or phone data1 with email data
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Employees
8
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts

Advanced Asset Consultants Ltd-Chartered Financial Planners Overview

At Advanced Asset Consultants, we are a leading Chartered Financial Planning practice with a passion for putting our clients first. Based in Glasgow, we serve private investors, professional intermediaries, charities, and unions across Scotland with a focus on financial education. Our expert team is dedicated to understanding your unique needs and requirements, and providing straightforward, jargon-free advice. We believe in using innovative and practical solutions to deliver cost-effective financial plans tailored specifically to you and your business. As an independent practice, we have the freedom to act in your best interest, without being tied to any one insurance or investment group. Our highly-qualified consultants hold excellent credentials from the Chartered Insurance Institute and have a wealth of industry experience. All of our team members are dedicated to ongoing professional development and are on track to achieving chartered status, ensuring our clients receive the highest level of technical expertise, delivered in a simple and easy-to-understand manner.

Headquarters
Glasgow City of Glasgow, United Kingdom
Website
www.advancedasset.co.uk
Industry
Financial Services
Founded
2009
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Investments Pensions Tax Planning Trusts Defined Benefit Transfers Financial Education Ethical Investments

Advanced Asset Consultants Ltd-Chartered Financial Planners Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.

Advanced Asset Consultants Ltd-Chartered Financial Planners People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

P
Pauline Doherty Fpfs
Chartered Financial Planner at Advanced Asset Consultants Ltd
K
Kevin Lynch
Beng Fpfs Efp Chartered Financial Planner
E
S
Shadan Mudge
Ma(hons) Dippfs Director of Advice Quality & Compliance
S
Sheena Pashley Dipfa Bsc (Hons)
Paraplanner at Advanced Asset Consultants

Advanced Asset Consultants Ltd-Chartered Financial Planners Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Director
1

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