FINANCIAL ADVISOR EDINBURGH

At AAB Wealth, our award-winning financial advisors in Edinburgh offer clear, trusted advice on financial planning and wealth management. 

We bring together a diverse team of professionals under one roof, offering joined-up thinking and a smooth, seamless experience from start to finish. 

Every client is different. So are their goals, ambitions, and challenges. 

That’s why we work with individuals, business owners, entrepreneurs, professionals, executives, and those preparing for or already in retirement. Wherever you are in life, we’re here to help you move forward with confidence. 

It all comes back to one thing: helping you feel clear, supported, and confident in the decisions you make today and for the future. 

RICHARD JOHNSTON, FINANCIAL PLANNING DIRECTOR

“Wealth planning is about looking at the whole picture. It’s about leaving no stone unturned to get a proper fix on where you are, where you want to go and how you can get there.”

Meet the FINANCIAL ADVISORS IN EDINBURGH

 

How we support you at AAB Wealth Edinburgh 

We’re more than a financial advisory firm. At AAB Wealth, we deliver tailored wealth management services designed to support your goals at every stage. Helping you move forward with confidence:

• 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 highlight the difference our financial advisers in Edinburgh make. Discover how we’ve helped individuals, families, and business owners reach their goals – whether that’s planning for retirement, growing investments, or protecting wealth. Take a look for yourself – 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

Proud of Our Local Roots  

At AAB Wealth, we’re proud to support our Edinburgh community through our charitable initiative, AABIE. In 2025, we pledged over £90,000 to charities including  Cancer Card, Branch Out Together and Community Wellbeing Collective  – helping make a positive impact right here in Edinburgh. 

FIND OUT more about aabie

 

AAB Wealth Edinburgh 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 

Lets’ Talk today