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

Anderson Anderson & Brown Wealth Ltd (AAB Wealth) is delighted to feature in the New Model Adviser’s Top 20 Financial Planning list for 2020.

Each year New Model Adviser, in partnership with PIMCO, complete regional reviews across the UK, with the aim of showcasing some of the best firms within financial planning and wealth management in their dedicated Top 20 lists.

To make this prestigious list New Model Adviser state that firms must be building great bonds with clients by providing a great service and be driving the profession forward, both in terms of growth and best practice.

AAB Wealth feature in the Scottish Top 20, demonstrating the firms’ ongoing commitment to their clients, and the profession. In addition to being a Chartered and Accredited financial planning firm, AAB Wealth are committed to nurturing future industry talent. Every member of the team has a dedicated personal development career plan, which gives a clear path from offering service support through to becoming a chartered financial planner.

The firm is also focused on promoting talent from within, as demonstrated earlier this year with promotion of three members of the team to both Directors and Shareholders. Andrew Dines, Ian Campbell and Vikki Venerus were already established as key members of the senior leadership team at AAB Wealth, and their promotions reflect contributions to not only the running of the business day-to-day, but also their involvement in enhancing the firm’s service proposition and implementing the growth strategy.

Commenting on featuring in the Top 20 list Andrew Dines, Director and Chartered Financial Planner, said: “We pride ourselves on our ability to provide our clients with an exceptional service and are delighted that our team’s commitment to clients has been recognised by us placing on the Top 20 list.

Like many businesses, we have had to adapt to the challenges and change of 2020 to continue to deliver for our clients, and to each other, so we are delighted that our firm’s commitment to the industry, our people and developing the future of the profession are being viewed positively by independent bodies.”