FINANCIAL ADVICE EDINBURGH

At AAB Wealth, our award-winning advisers provide expert financial advice in Edinburgh, Charlotte Square, helping individuals, business owners and retirees make informed decisions about their financial future. 

We bring together expertise, experience and insight under one roof, delivering joined-up financial planning and wealth management with a seamless client experience. 

Every client has different goals, ambitions and challenges. That’s why our advice is tailored to your circumstances, whether you’re building wealth, growing a business or planning for retirement. 

In September 2024, AAB Wealth announced the acquisition of WealthFlow, marking a significant milestone for AAB Wealth’s growth journey. Read more about the acquisition here.

DUNCAN GLASSEY, PARTNER

“Whether supporting clients directly or mentoring fellow financial planners, my goal is to help others realise their potential and achieve success in both their professional and personal lives.”

Meet OUR AAB WEALTH CONSULTANTS

 

HOW AAB WEALTH EDINBURGH HELPS YOU SUCCEED 

We’re more than a financial advisory firm. At AAB Wealth, we provide tailored wealth management solutions designed to help you plan, grow and protect your financial future 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 FINANCIAL ADVICE IN EDINBURGH

 

See How We Support Clients with Financial Planning  

Our case studies show the impact of personalised financial advice that Edinburgh clients have used to achieve their goals. Whether it’s building wealth, planning for retirement or protecting assets, discover how tailored advice can help you move forward with confidence – 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