Advanced Asset Consultants Ltd-Chartered Financial Planners
Financial Services
Glasgow City of Glasgow, United Kingdom
8 employees
- Employees
- 8
- Contacts
- 1
- Emails
- 1
Advanced Asset Consultants Ltd-Chartered Financial Planners Overview
- Headquarters
- Glasgow City of Glasgow, United Kingdom
- Website
- www.advancedasset.co.uk
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2009
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Advanced Asset Consultants Ltd-Chartered Financial Planners
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.
Advanced Asset Consultants Ltd-Chartered Financial Planners Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Advanced Asset Consultants Ltd-Chartered Financial Planners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Pauline Doherty Fpfs | Chartered Financial Planner at Advanced Asset Consultants Ltd |
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| Kevin Lynch | Beng Fpfs Efp Chartered Financial Planner | Greater Glasgow Area, United Kingdom |
Email
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| Shadan Mudge | Ma(hons) Dippfs Director of Advice Quality & Compliance |
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| Sheena Pashley Dipfa Bsc (Hons) | Paraplanner at Advanced Asset Consultants | Renfrew, Scotland, United Kingdom |
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|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
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