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  1. Blog26th Jan 2021

    Q&A with Alastair Moore

    Ali last wrote an update on his career in late 2018, where he discussed his exam journey so far with the Chartered Institute of Insurance. Just over two years on, Ali has completed his exams and no longer has to... Read more

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  2. Blog13th Jan 2021

    Pensions – what does the future hold?

    “The only function of economic forecasting is to make astrology look respectable.” At AAB Wealth we agree with this from the American economist John Kenneth Galbraith. Particularly in light of the turbulence of the Covid pandemic, combined with the uncertainty... Read more

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  3. Blog21st Dec 2020

    A round up of 2020

    Well… what a year! Although this has been a difficult year, and we only had three short months of normality before lockdown measures were well and truly underway, we’ve had a busy year at AAB Wealth. So, we decided that... Read more

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  4. News17th Dec 2020

    AAB Wealth named one of Scotland’s top 20 financial planning firms

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  5. Blog2nd Dec 2020

    The Bank of Mum and Dad – How it works

    As loving parents, we want nothing more than to help our children when the time comes for them to ‘fly the coop’. Whether they’re off to college, into a first job, or getting a first roof over their heads, a... Read more

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  6. Blog30th Nov 2020

    A catch-up with Sarah

    Last year I wrote a blog about how I came to find myself working at AAB Wealth and our diversified team. A lot has changed for us all within the past year, myself included, and although we may think we’ve... Read more

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  7. Blog24th Nov 2020

    Key questions to consider when planning retirement and selling your business

    One of our clients recently said that the first time he spoke to AAB Wealth was the first time that someone asked him how he wanted to spend his money when he was 90, and as a result made him... Read more

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  8. Blog12th Nov 2020

    Pension freedom 5 years on – how do they look?

    2015 might seem like a lifetime ago now, but it was of course the year that changed everything for pensions. It was when the Conservatives introduced sweeping reforms giving people more freedom and choice about how they could access their... Read more

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  9. Blog6th Nov 2020

    5 things to think about when planning your finances

    It’s probably fair to say that 2020 has left us all feeling just a little bit vulnerable. And with more uncertainty ahead, that feeling probably isn’t going to disappear any time soon. So we thought it would be helpful to... Read more

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  10. Blog29th Oct 2020

    Q&A with Beth Welsh

    Following on from Beth achieving her Diploma in Regulated Financial Planning, we organised a Q&A to discuss what motivated her to complete her Diploma in an ambitious timeframe, how her studying has helped her in her day-to-day role and what... Read more

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  11. Blog15th Oct 2020

    Meet the Client: Colin’s story

    Pension transfer Colin approached AAB to seek advice about whether or not he should transfer his pension scheme from his previous employer of 35 years. As part of the government’s pension freedom reforms in 2015, it’s now possible to transfer... Read more

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  12. Blog8th Oct 2020

    A snapshot of the future

    How do our prospects look for the winter? This is the question many of us are asking at the moment as we try to imagine what the run up to Christmas will look like in light of the Coronavirus pandemic... Read more

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