Advancedasset Avis 68

Great experience and advice from Blair and team. I sort of knew what I should be doing in terms of planning for future, however I didn’t know where to start. The advice I received has got me on track, and a plan that I can always refer back to. All communications were professional yet personable.

I was referred to AAC by Unbiased. A couple of meetings later, we worked out I could retire early. They were very thorough in their questions and provided great advice, particularly about changing mindsets regarding retirement.

Agreed my retirement/ savings plan with Scott at AAC and now in process of executing it. The plan was clear, particularly around Pension Planning and recent rules changes. It is also good to know my finances are managed should I get "less able" or "pass away" (my wife being less interested in such details!). Very positive experience.

I found the service from Pauline and her team fantastic. Having been self employed for almost 20 years and without a pension or any kind of financial retirement plan, Pauline guided me through what I needed. There were never any stupid questions, although I felt like i had plenty, and she always took the time to advise and provide clarity on all the complications that are involved with setting up a pension and investments for the future.

Scott at AAC explained my retirement financial plan options in a way which was easy to understand. He gave me advice on my pension and what I need to invest to allow me to retire in the lifestyle I want. This advice made me feel reassured and has helped me set a financial plan for the future.

Everything about my experience was positive. Pauline was genuinely interested in my needs. Communication was excellent, with great explanations given at every stage. I now feel confident about my future. I would not hesitate to recommend AAC.

I have been using David and his team for nearly seven years now, the advice they give me is always very good regarding my pensions and investments etc, they are very quick to answer any questions that I may have and all the staff are also very efficient.

I’ve been dealing with Dave McConnell and his team at AAC for the past 8 years. When you trust an individual and his organisation to manage your retirement pension you are definitely looking for a professional, capable and reliable team who can deliver growth and security for you. Dave and his team have achieved this for me over the years in what has been an economically challenging period, keeping you informed when the media is trying to predict Armageddon..!!
I have recommended AAC to friends as they have the necessary skills and expertise to manage diverse individual portfolios to meet client expectations.
I would have no hesitation recommending AAC.

My experience with AAC has been 1st class. I'm a bit old fashioned when it comes to modern tech and struggle a bit with online forms etc , but all the advisors and staff I've dealt with especially Graeme Davidson have been extremely helpful. First class service. John Malcolm

First-class advice and support given, with clear explanations at every stage of the process - for a wide range of policy requirements. Have dealt with Advanced Asset for many years now and have recommended the company to several friends. Would highly recommend this company for competence, confidentiality and professionalism.

I have been with AAC for several years but recently I have had to make more "use" of them and I couldn't be happier with Pauline and her team. She/they are always very helpful and friendly and extremely patient with my complete lack of financial acumen! They are also always patient with my non-replies to emails and such like. Although we have to give a specific "date of experience" in this review, it applies to the last few years and especially the last 7 months!!

I’ve been with AAC for a number of years after mixed experiences with earlier advisors. They communicate regularly, are responsive and provide good easy to understand advice. Very important as I come up to retirement age and the crystallisation of investments made over many years into pensions and payments converts to future income

Been with Advanced Asset for a number of years now and their expertise and advice has always been very acceptable.

They get to know you, take their time to understand your needs and provide detailed, compliant recommendations.

Prompt, clear concise communication at all times, whether in-person, via zoom and email. Excellent service.

Kevin and his team have been extremely helpful and patient with us. They have explained every step of the process and were willing to take the time to make sure we understood each step of the way. They have gone out of their way to recommend services and products which are suited to us but also were not afraid to say if we did not need/if the product was unsuitable.

We would definitely recommend their services to others going forward.

My relationship with AAC has been just over 3 years.
It started with simple advice on a company pension.
While this was going on the company went into administration and I was made redundant.
AAC especially Scott helped me through a very traumatic and worrying time.
Scott communicated with the PPF and pension trustees on my behalf to get the best outcome possible.
Scott and Shadan kept me fully informed through out the process.
As a result of their excellent service I have trusted AAC to combine and organise both my main pensions.
I cannot recommend AAC, Scott and Shadan highly enough.

After such a positive experience I would like to recommend David at AAC for his expert knowledge and experience regarding our financial planning. David spent a long time explaining how pensions and savings worked and we felt confident with his sound advice & plan. I would definitely recommend AAC to family and friends.

Kevin, Scott, and the team have been advising on my pension assets for many years. They have always spent the time and energy to provide me with considered and sound financial advice on my pension and other key financial decisions. Thoroughly recommended.

We have been working with Kevin Lynch and his team for many years now. Kevin has always had our best interest first and foremost and has always given us advice, using a balanced honest approach. There are very few people who we would trust with our personal, business and financial planning and we can honestly say, if we had not been supported and received advice from Kevin and this company we would never have managed to achieve our goals and the financial security we have now. We have recommended Kevin and his company to family and friends without any hesitation. Our feedback from them has been very positive and they have also been happy to receive the expert and honest advice we have received. Thank you to all at Advanced Asset who have supported us with advice regarding our personal and business financial planning.