Blog25th Apr 2022
Approaching the end of his first year at AAB Wealth, we caught up with Ross White to hear how he found joining the firm remotely and how his role in Client Service Support has evolved. Ross also shares some of... Read more
View moreBlog2nd Apr 2022
How long does the Financial Planning process take? The time taken will vary depending on matters such as third-party requests (such as requesting information from pension providers) and your availability to go through the various meetings/information gathering processes. Typically, three... Read more
View moreBlog2nd Apr 2022
A question often asked is ‘What is the difference, if any, between Financial Advice and Financial Planning?’. Often the terms are used interchangeably and, of course, that is fine for everyday language, but in practice there is a significant difference... Read more
View moreBlog2nd Apr 2022
Understanding how financial planning for retirement planning in theory and graphs can feel both overwhelming and confusing. So, I invite you to review a real life scenario of Derek and Julie – a couple from Edinburgh with a common dilemma... Read more
View moreBlog28th Mar 2022
Today, it certainly feels like the world is in a very uncertain place. Authoritarian states are flexing their muscles, with Russia violating Ukraine’s sovereignty and China’s ongoing subjugation of Hong Kong with the new National Security Law alongside its apparent... Read more
View moreBlog28th Mar 2022
Sometimes as an investor we come face to face with a stark reality. Today, that is the case with the bonds held in portfolios. By and large, most long-term investors own bonds because they do not have the emotional or... Read more
View moreBlog16th Mar 2022
My student years at RGU I grew up in a very small village called Fintry, near Stirling. I originally went to Robert Gordon University in Aberdeen to study Events Management but switched to International Business Management (IBM) in my second... Read more
View moreBlog14th Mar 2022
It’s increasingly difficult to ignore that where we put our money has a direct impact on the world around us. How a firm uses (or abuses) the environment, how it treats its employees, whether it’s managed well, or cuts corners.... Read more
View moreBlog9th Feb 2022
Hello to a new generation of investors This time last year the investing world was in a frenzy over GameStop. For a brief time, shares in the struggling video game retailer soared. Its market capitalisation (the total value of all... Read more
View moreBlog26th Jan 2022
At AAB Wealth we recognise and support that our team members have their own goals and aspirations, which is why we are delighted to welcome Claire Marston back to the AAB Wealth team. Claire decided to scratch her itch and... Read more
View moreBlog24th Jan 2022
Have you heard of the term ‘overchoice’ or ‘choice overload’? It’s when people have a difficult time making a decision because they’re faced with many options. The term was first introduced by Alvin Toffler in his 1970 book, Future Shock.... Read more
View moreBlog20th Dec 2021
What a year! Although it’s been a challenging year, we’ve been keeping busy at AAB Wealth. 2021 marked our 10-year anniversary. In the spirit of celebration and to end the year, we’ve looked back at some of the amazing achievements... Read more
View moreOur accreditations
