Advanced Asset Management Ltd

Address: 27 Park Circus, Glasgow, G3 6AP
Telephone: 0141 331 2434
Fax: 0141 352 9900
E-mail: enquiries@advancedasset.co.uk
Visit our Web Site: www.advancedasset.co.uk

Contact: Natasha Bechelli, Client Relationship Manager

General information

Advanced Asset Management specialise in providing unbiased, expert advice in all areas of financial planning whether private or business. We pride ourselves on meeting your needs, by ensuring that we understand your circumstances and requirements, before we make any recommendations or suggestions. Please note our initial consultation and recommendations are free of charge.

Why should you use Advanced Asset Management ?

Awarded Top Investment Firm of 2007 and Fastest Growing IFA practice of 2006 by the Tenet Group Ltd Fully qualified advisers with advanced financial planning qualifications to assure you of the best quality advice Industry leading back-office systems ensuring real-time policy valuations Dedicated adviser support and client relationship team to ensure ongoing communication Regular reviews and ongoing portfolio management We only recommend products that have been fully researched and meet our high standards Strict compliance procedures and reviews ensuring all advice given strictly adheres to FSA legislation

Our areas of advice:

Personal Financial Planning Lump Sum Investments Regular Savings Plans Retirement Planning Mortgages and Re-mortgages Life Cover Inheritance Tax Planning Long Term Care Tax Planning Critical Illness Income Protection Healthcare SIPPS

Business Financial Planning Reduce tax liabilities Company Pension Schemes Group Personal Pensions Stakeholder Schemes Director Share Protection Partnership Protection Keyman Assurance Tax-free deposit based investments Commercial loans & Mortgages Raising finance Venture capital trusts SIPPS

For a detailed review of your circumstances please email or telephone Natasha in confidence on 0141 341 5379 and she will arrange a (no obligation) appointment at a time and place to suit you.

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