FINANCIAL PLANNING ABERDEEN

At AAB Wealth, our Chartered Financial Planners provide trusted financial planning in Aberdeen and wealth management advice tailored to individuals, business owners, entrepreneurs, professionals, executives, and those approaching or in retirement. Whatever your stage in life, we help you make confident financial decisions. 

Our award-winning advisors take the time to listen, understand your goals, and design a clear plan to help you achieve the future you envision for yourself and your loved ones. 

Based at the AAB Group HQ in Prime Four Business Park, Kingswells, our Aberdeen team offers a rare combination of expertise under one roof. This allows us to provide a seamless range of services, including retirement planning, inheritance and succession planning, investment management, and tax planning.

Andrew Dines, BUSINESS UNIT HEAD – WEALTH

 

 

 

Passionate about results. Focused on people. Our team is here to help you achieve more, while staying closely connected to the city’s vibrant business network. 

Meet the FINANCIAL PLANNING ABERDEEN team

 

What We Do at AAB WEALTH Aberdeen 

We’re more than a financial advisory firm. At AAB Wealth, we provide a wide range of wealth management services tailored to help you and your financial future thrive: 

• Planning my Financial Future
• Retirement Planning
• Inheritance and Succession Planning
• Tax Planning
• Managing Financial Settlements
• Managing a Lottery Win
• Divorce
• Redundancy and Pensions

Get in touch

 

See How We SUPPORT CLIENTS WITH FINANCIAL PLANNING

Our client case studies show the real impact of working with AAB Wealth for financial planning in Aberdeen. Watch how we’ve helped individuals, families, and business owners achieve their goals – whether it’s retirement planning, investment management, or wealth protection. Explore our case studies to see the results for yourself. 

“Working with AAB Wealth has had a very positive impact on my retirement. I’m financially secure. It’s a good feeling!”

FIND OUT MORE ABOUT CONCETTA’S STORY

PROUD OF OUR LOCAL ROOTS

At AAB Wealth, we’re proud to support our Aberdeen community. Through our charitable initiative, AABIE, we partner with local organisations to back causes that truly matter. In 2025, we pledged over £90,000 to charities including FlyCup Enterprises,  Aberdeen Linking Lives and Oakley Asn Ltd – helping make a positive impact right here in Aberdeen. 

FIND OUT more about aabie

 

AAB WEALTH Aberdeen Office 

Opening hours  

• Monday – 8.30am – 5.00pm 
• Tuesday – 8.30am – 5.00pm 
• Wednesday – 8.30am – 5.00pm 
• Thursday – 8.30am – 5.00pm 
• Friday – 8.30am – 5.00pm 
• Saturday – Closed 
• Sunday – Closed 

Let’s Talk today