AAB Wealth offers tailored financial planning to help you achieve the best from life. Financial planning is a process that helps you make sensible decisions about money. It covers aspects of personal finance such as planning for your future using tools such as Cash Flow Modelling, retirement planning, inheritance and succession planning and tax planning.

We embrace the drive towards a more sustainable world and strive for ways to take meaningful steps as a business and for you. Our portfolios take a sustainable approach to investing, focusing on reducing exposure to greenhouse gas emissions.

What we do

AAB Wealth will help you with the full range of financial advice from pension planning to savings and investments. We start by finding out what you want from life in order to create a financial plan that’s based on your individual needs and objectives. We’ll then support you throughout the lifetime of your plan to help you achieve your goals.

We are an independent, Chartered Financial Planning firm, working with clients across the UK, from our offices in Scotland, England and Ireland. As part of the AAB Group, we have access to specialist tax advisers, so all your financial planning and tax affairs can be managed under one roof.

Our clients include business owners and entrepreneurs, professionals, executives and people in retirement, each looking for sound financial advice from experienced advisors that they can trust. We take time to listen and get to know you, understand the future you want for you and those you care about, then work with you to build a plan to help you achieve this.