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Blog20th Jun 2022

What to do when volatility comes knocking

The word on many investors’ lips right now is market volatility. We’re living in uncertain times. Even as the threat of the pandemic begins to subside, war in Ukraine and an escalating cost-of-living crisis are adding fuel to the fire.... Read more

By Ian Campbell

Blog31st May 2022

Meet Lisa: AAB Wealth’s newest Financial Planner

Lisa Tait joined the AAB Wealth team last month, but Lisa is not new to AAB Wealth and has been working with the team for over 10 years. As a specialist in Private Client tax, trusts and estates, Lisa makes... Read more

By Lisa Tait

Blog4th May 2022

Why we should all be listening to women investors

Taking on the gender investment gap The world of finance and investing still has something of an image problem. All too often, it’s the same story. It’s seen as being largely for those who are: ‘male, pale and stale’. Women... Read more

By Andrew Dines

Blog25th Apr 2022

A catch-up with Ross

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

Blog2nd Apr 2022

When can you afford to retire? A case study on retirement planning

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

Blog2nd Apr 2022

What is the difference, if any, between Financial Advice and Financial Planning?

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

Blog2nd Apr 2022

FAQs about Financial Planning

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

Blog28th Mar 2022

Uncertainty abounds – it always does.

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

Blog28th Mar 2022

Bonds – between a rock and a hard place

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

Blog16th Mar 2022

Kirsty’s career journey: from hospitality to Client Service Support

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

Blog14th Mar 2022

ESG is here to stay. Here’s how we’re planning for it

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