AAB Wealth Chartered Financial Planners Become Directors and Shareholders
Anderson Anderson & Brown Wealth Ltd (AAB Wealth), one of Scotland’s leading financial planning firms, has announced the appointment of Chartered Financial Planners Andrew Dines, Ian Campbell and Vikki Venerus as Directors and Shareholders. Already established as key members of... Read more
Blog21st May 2020
Anderson Anderson & Brown Wealth Ltd (AAB Wealth), one of Scotland’s leading financial planning firms, has announced the appointment of Chartered Financial Planners Andrew Dines, Ian Campbell and Vikki Venerus as Directors and Shareholders.
Already established as key members of the senior leadership team at AAB Wealth, these appointments reflect Andrew, Ian and Vikki’s contributions to not only the running of the business day-to-day, but also their involvement in enhancing the firm’s service proposition and implementing the growth strategy.
Andrew and Ian are both experienced Chartered Financial Planners, dedicated to providing clients with confidence in their financial futures through understanding their needs and requirements and working with them to develop, implement and manage a financial planning strategy that reflects their individual circumstances, both now and in the future.
Vikki, has been with AAB Wealth since it was founded in 2010 and during that time achieved Chartered Financial Planner status. She has an in-depth knowledge of all areas of financial planning and the business, both of which she utilises in her role leading the operations of AAB Wealth.
AAB Chief Executive Graeme Allan commented “These appointments are thoroughly deserved and recognise the skill, expertise and contributions of each individual. I am delighted to welcome them as both Directors and Shareholders where they bring valuable experience both as Board members and as owners of the business.
As we continue to navigate through these uncertain times, volatile world markets have been widely reported. However, at AAB Wealth we are focused on “taking the long view” and believe in the robustness of our diverse rules-based approach to investing, focusing on each unique financial planning journey, and preparing a long-term strategy for precisely this type of situation.”
Photo caption (L to R): AAB Wealth’s newly promoted directors and shareholders Andrew Dines, Vikki Venerus and Ian Campbell with AAB Chief Executive, Graeme Allan.