Retirement planning

Allowing us to help take care of your financial planning will allow you to get back to doing more of the things you enjoy!

I need help with... Retirement planning

There’s more to retirement than returns and numbers! We believe that your savings are there to create memories, to do the things that you have always wanted to do and to create a legacy for the ones that you love.

AAB Wealth

Key contact

Ian Campbell

Head of Financial Planning

More information


We will take time to find out what is important to you and establish how your goals and aspirations for your future can be fulfilled.

Although retirement is often seen as a stage for later in life, the earlier you can start planning the sooner you will have a clear picture of what your future could look like.

Whatever your ambitions, we will build your personal financial plan and work with you to achieve them.


Pensions can be a tricky landscape to navigate with more options available and potentially more decisions to make than ever before.

With expertise in all areas of pension planning, our team can simplify this potentially complex area for you. We will explain your options clearly putting you in an informed position, tailoring our advice to your needs and objectives.

Clients are our passion

When Jim first approached AAB Wealth seeking retirement advice in 2019, he described himself as being fairly cynical about the finance industry. We recently caught up with Jim to find out how our team have since changed his attitude in this regard.