Who I help
I work with a wide range of clients, from individuals and families planning for retirement to business owners across industries as varied as energy and entertainment.
How I help
I provide clear, tailored financial planning that helps clients make confident decisions for their future. Whether it’s retirement planning, cash flow modelling, or reviewing investments and protection needs, my focus is always on ensuring clients feel informed, reassured, and in control.
“I’m here to turn complex financial questions into clear, confident answers.”
Greg McSneddon is a Financial Planner based in our Aberdeen office. As a financial planner, Greg’s weeks typically involve meeting clients to review their plans, analysing any changes in legislation or personal circumstances, and making sure each client’s strategy still fits their goals. Alongside his client work, Greg commits to continuous professional development, staying ahead of financial trends so he can give the best possible advice. Using tools such as cash flow modelling, Greg is able to test different scenarios for clients and bring their future plans to life.
Greg began his career with what was meant to be a temporary summer job at Clydesdale Bank, but it quickly became much more. Discovering how rewarding it was to connect with people and help them navigate their finances was a turning point, and one that set him on a path to becoming a trusted financial planner.
Building partnerships for life
“For me, the foundation of any strong client relationship is trust. I believe in taking the time to really listen and understand what’s important to clients before giving any advice. Being transparent and open from the start helps me build long lasting relationships. When meeting with new clients, it’s important to understand what matters most to them.
At its heart, my work is about partnership. Walking alongside clients through every stage of their financial journey. From early career planning to retirement and beyond, I’m there to help them navigate change, adapt their plans, and keep sight of their long-term goals. It’s never just about managing money. It’s about helping people live the lives they’ve worked hard for with confidence, clarity, and peace of mind.”
Advice that benefits generations
“The most satisfying part of my role is watching the relief on a client’s face when they realise they have a plan they can trust in. It’s that moment when the worry lifts, and they understand they can enjoy life without financial stress.
One example that stands out is a client who was anxious about whether they could afford to retire early. We worked together to map out their financial future, exploring different options and stress-testing scenarios through cash flow modelling. The result was ‘life-changing’. My client felt confident enough to retire a decade earlier than planned, giving them more time to spend with their grandchildren. But better yet, this decision had a ripple effect for the family. It gave their child the freedom to return to a job they loved. Seeing the positive impact of good financial planning across generations is what makes my work so rewarding.”
Trust & Transparency
“Clients often tell me they see me as their ‘go-to person’ for anything financial, and that’s one of the greatest compliments I could receive. Many of my relationships span years, even decades, built on consistency, reliability, and open communication. I want every client to feel that they can pick up the phone and reach me whenever they need guidance.”
Clarity Through Complexity
“Financial planning can be daunting for many people, and I see my role as turning that complexity into clarity and confidence. Whether it’s explaining the impact of tax changes, building retirement models, or ensuring protection plans are in place, I make sure clients understand not just what we’re doing, but why.
A big misconception about financial planning is that it’s just about investing money. In reality it’s about understanding a client’s entire financial life. From cash flow and tax efficiency to family goals and long-term security, I take pride in showing clients that it’s not just about numbers, it’s about creating a plan that gives them freedom and confidence.”
An approach based on experience
“One of the biggest lessons I’ve learned in my career is the importance of tackling the difficult conversations early. Whether that’s preparing for unexpected life events or discussing how much someone can realistically spend in retirement, honesty and clarity are key. My goal is always to make sure clients feel reassured, not overwhelmed.
That’s why I never shy away from the tough topics, they often lead to the most meaningful outcomes. Helping clients face those questions head-on is what allows them to make confident, informed decisions for the future.”
Always Learning
“The financial landscape never stands still, and with that, neither do I as a financial planner. Continuous learning is a huge part of my week, whether it’s through further study or staying up to date with the latest economic developments. It’s vital to remain informed so I can adapt plans and advice to reflect changes in legislation or market trends.
That commitment to growth also helps me spot new opportunities for clients. Whether it’s a tax-efficient strategy or a smarter way to structure income in retirement, I’m always looking for solutions that make a genuine difference.”
Looking ahead
“At AAB Wealth, I’m surrounded by a team that shares that same client-first mindset. It’s a culture where collaboration thrives, and everyone genuinely wants to make the client experience the best it can be. That spirit of teamwork and shared purpose is something I’m proud to be part of.
I’m also passionate about using technology to enhance client experiences. From sophisticated planning tools to digital engagement platforms, I’m always exploring ways to make processes smoother and more intuitive. The goal is simple: to give clients more time and confidence to focus on what truly matters to them.”
