Ian
Campbell

Head of Financial Planning

LinkedIn

WHO I HELP

Private Individuals. Business Owners. High Net Worth Individuals.

HOW I HELP

Wealth Planning. Cash Flow Modelling. Financial Planning. Pension Planning. Investment Planning. Cascading Wealth.

“I help people achieve their goals.”

Ian Campbell is a Head of Financial Planning within our Wealth team. Calm and level-headed, he works with clients to build their own unique financial plan. One that will help them discover how to build their wealth, plan for retirement and cascade their wealth onto loved ones.

Based in our Aberdeen office, his aim is to become a trusted adviser, building lasting relationships that often extend decades – or even into the next generation. And his ultimate goal – to help his clients get the most out of life.

MUTUAL RESPECT

“Professional but fun. That’s the type of relationship I want to build with my clients. I want us to enjoy each other’s company. To get on well. And of course, I want them to trust in the advice that I give.

I’ve worked with some of my clients for over a decade and I hope I’ll be around to help them for many more years to come. And hopefully, even move on to support their kids in future years too. I’m not in this just to provide my clients with a one-off bit of advice and then disappear. I want to be by their side as they take each important step in life.”

BUILDING CONFIDENCE

“I don’t think many of my clients come to me because they want to build a financial plan. Their call is usually triggered by another event. That could be retirement, an inheritance, or a company sale. But once we start talking, they soon begin to realise that this one event is actually part of a much bigger picture. And that’s when they start to see the benefit of building a financial plan and all the peace of mind that can bring.

There’s nothing better than helping someone see that they can achieve their goals. Or retire even earlier than they thought. I’ve never had someone come back and say, ‘Oh, I wish I was still working.’ And brilliantly, I often see them a year on after ditching their stressful job and I can actually see they look so much healthier and happier. So that’s immensely satisfying.”

EMBRACING NEW TECHNOLOGY

“At AAB, we’re progressive and very entrepreneurial. Maybe because we’ve got quite a young team compared to others in our industry. I’m always ready to embrace new technology. Like using online client portals instead of clients having to bring in sheets and sheets of paper. Or the way I identify clients for anti-money-laundering purposes. I send them a text and they upload a selfie – then our software matches them to their passport or driving licence just to prove it’s them. Stuff like that helps me provide a service that’s totally efficient and makes the client experience as enjoyable as possible. You probably wouldn’t get that from your traditional IFA.”

PART OF THE FAMILY

“There’s no greater accolade than clients wanting to refer you. And yes, it’s great if they mention you to colleagues, but even more powerful if someone says, ‘Would you mind speaking to my dad’, or ‘can you help my son’. If someone introduces you to a family member, it’s a pretty big sign that they trust you to provide a good and honest service. I talk a lot about bringing confidence, giving reassurance and peace of mind, but that’s really hard to quantify. But a client once said to me, ‘I’m always worrying, but after I come to see you, I always feel so much better – because I know that everything is going to be ok.’ I think that speaks volumes.

Reviews and Ratings for Financial adviser Ian Campbell, Aberdeen

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  1. Blog29th Nov 2023

    Family cooking together

    Why inheritance tax isn’t the villain it’s made out to be

    Inheritance tax is ‘the most hated tax in Britain’ – many are likely to be relieved, then, to hear that the government is considering abolishing the tax if they win the next election. Although the Chancellor made no new announcements... Read more

    By Ian Campbell

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  2. Blog21st Jun 2023

    6 things you need to know about pension planning

    Think you’ve seen everything you need to know about the changes to tax and pensions for the financial year? Behind the headlines are some important things you need to consider for your pension planning. And some you may have missed.... Read more

    By Ian Campbell

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  3. Blog23rd Jan 2023

    Couple sitting together, financial planning, budgeting, savings, forecast, state pension

    Update your financial checklist for 2023

    Summary: Here are some simple things you can do to help maximise your wealth. Welcome to the new year! How are you approaching 2023 so far? It’s of course traditional around this time of year to try and become healthier.... Read more

    By Ian Campbell

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  4. Blog26th Sep 2022

    People playing golf, golf course, outdoors, Happy

    How much is enough?

    Professional golf is a sport awash with money. The top stars earn millions. Tiger Woods, surely the world’s most famous golfer, has earned more than US$120 million from his PGA tour career alone. Most of the big hitters can expect... Read more

    By Ian Campbell

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