Advanced Asset Consultants Ltd-Chartered Financial Planners
Company

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
Industry
Financial Services
Employees
8
Founded
2009
NAICS
Finance and Insurance
Monetary 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 Contact
Pauline Doherty Fpfs Chartered Financial Planner at Advanced Asset Consultants Ltd
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Kevin Lynch Beng Fpfs Efp Chartered Financial Planner
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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
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Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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