FINANCIAL ADVISORS IN GLASGOW

AAB Wealth is a trusted team of financial advisors based in Bishopbriggs and providing clear, tailored wealth management and financial planning. Our partner-led team provides expert guidance across retirement planning, investment management, inheritance, and long-term financial strategy, helping you move towards your goals with confidence. 

We believe strong financial planning starts with listening. That’s why we take the time to understand your personal goals, priorities, and values before creating a tailored plan designed to help you make the most of life. 

As part of the wider AAB Group, we offer a truly joined-up approach. Our financial advisers in Glasgow work closely with in-house accountants, tax specialists, and business advisers every day. This means your wealth, tax planning, and investments are managed together, under one roof, giving you a clear view of your financial future and confidence that every detail is taken care of.

DAVID NEELY, AAB Wealth Partner

“As a trusted adviser, I am on hand to help simplify the complex and provide reassurance when it’s needed to encourage clients to focus on having fun spending or gifting where appropriate.”

 

Meet the BISHOPBRIGGS TEAM

 

What we do at Bishopbriggs 

Based in Bishopbriggs and serving the wider Glasgow area, our team provide clear, practical wealth planning to help you make confident decisions about your future. From setting financial goals and retirement planning to inheritance, succession, and tax planning, we combine expert knowledge with a personal, down-to-earth approach helping your wealth work harder for you and your family.  

Discover our services:

• 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 WITH OUR FINANCIAL ADVISORS

 

HOW CAN OUR FINANCIAL ADVISORS IN GLASGOW SUPPORT YOU

At AAB Wealth, success is measured by the impact we have on our clients’ financial futures. Our team has supported individuals, families, and business owners in building stronger finances, planning ahead, and achieving long-term peace of mind. Explore our case studies to see how we’ve helped clients across Glasgow and beyond – browse our client stories.  

“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

Supporting our Glasgow Community 

Through our charitable initiative AABIE, we’ve worked with charities local to Glasgow, supporting causes that matter in our local community. In 2025, we pledged over £90,000 to charities including Nil by Mouth Charitable Trust, Glasgow & Clyde Rape Crisis and Home-Start Glasgow & North Lanarkshire. 

FIND OUT more about aabie

 

AAB WEALTH BISHOPBRIGGS OFFICE

Opening hours  

• Monday – 9.00am – 5.00pm 
• Tuesday – 9.00am – 5.00pm 
• Wednesday – 9.00am – 5.00pm 
• Thursday – 9.00am – 5.00pm 
• Friday – 9.00am – 5.00pm 
• Saturday – Closed 
• Sunday – Closed 

Let’s Talk today