Blogs
- Why we should all be listening to women investors
- A catch-up with Ross
- FAQs about Financial Planning
- When can you afford to retire? A case study on retirement planning
- What is the difference, if any, between Financial Advice and Financial Planning?
- Uncertainty abounds – it always does.
- Bonds – between a rock and a hard place
- Kirsty's career journey: from hospitality to Client Service Support
- ESG is here to stay. Here’s how we’re planning for it
- How to keep your investments flexible in a new era of investing
- Welcome back Claire Marston
- 8 things to look for in a good financial adviser
- A round up of 2021
- Is inflation putting the squeeze on your Christmas?
- In a new city but part of the same team: a catch-up with Sarah
- Taking meaningful steps towards sustainable investing
- AAB Wealth Awarded Prestigious Industry Award
- Playing the long game: from aspiring golfer to trainee financial planner
- Social care reforms: your questions answered
- How to prepare for university fees
- My career journey: from tea pots to pension pots
- The minimum pension age is rising. How can you make sure you don't miss out?
- Meet our new Financial Planning Associate, Steven McBurnie
- Whatever you do – do nothing
- The AAB CommonHealth Games
- Ronaldo, Bitcoin and protecting your wealth
- The real role of Risk and Compliance
- Pension developments that affect senior NHS professionals
- What the McCloud judgement means for public sector pensions
- Meet our three new Client Service Support team members!
- The freedom to choose
- A whole team approach to client service
- How we support clients through difficult situations
- How your pension can support a more sustainable world
- A Delightful Decade at AAB Wealth
- AAB Wealth hits key milestones on 10 Year Anniversary
- How AAB is taking small steps to support a more sustainable world
- 2020: The year that wasn’t - or was it?
- The only concept business owners need to master for success
- Starting a business in your 50s? Here are 7 finance tips
- Q&A with Alastair Moore
- Pensions - what does the future hold?
- A round up of 2020
- AAB Wealth named one of Scotland's top 20 financial planning firms
- The Bank of Mum and Dad - How it works
- A catch-up with Sarah
- Key questions to consider when planning retirement and selling your business
- Pension freedom 5 years on - how do they look?
- 5 things to think about when planning your finances
- Q&A with Beth Welsh
- Meet the Client: Colin's story
- A snapshot of the future
- Congratulations to Martyn, Beth and Jack!
- Meet the client: Ian's story
- Supporting you financially – and mentally – with redundancy
- Not all that glitters is gold
- AAB Wealth Grows Central Belt Team
- Welcome to our New Website!
- AAB Wealth Team Update
- Being Made Redundant? Here's Five Key Things to Consider When Thinking About What's Next
- Trust and Truth: The twin foundations of both economic recovery and financial planning
- World Environment Day and ESG Investing
- Investment Protection Against Market Falls
- Latest News From AAB Wealth
- 5 Ways to Keep Yourself (and your Kids) Entertained During Lockdown
- Coronavirus and the Stock Market - What COVID-19 means for your finances
- AAB Wealth Chartered Financial Planners Become Directors and Shareholders
- Keeps things in perspective
- Year end financial planning
- Why financial advice is important
- Award Success for AAB Wealth Chartered Insurance Institute Student
- The keys to a good investment experience
- Success at National Awards for AAB Wealth
- Don't be blinded by the light of a supernova
- Smarter investing
- Choice or manipulation?
- AAB Wealth announces the appointment of non-executive chairman
- AAB Wealth makes the New Model Adviser Top 100 for 2019
- AAB Wealth paraplanner awarded prestigious Fellowship status
- Focus on what you can control
- The randomness of global equity returns
- Doing well and doing good?
- The role of a Financial Planner
- Making the right choice
- Keeping things in perspective
- Keeping the finances in the family
- Investment fads
- Boost your state pension
- Ignore the noise
- Little known tax-traps
- Markets fell in 2018 – but keep this in perspective
- Spring clean your finances!
- Coping with uncertainty
- Sound financial planning & tax efficiencies – the perfect match
- Focus on what you can control
- Significant Growth for AAB Wealth as Assets under Advice break through £300m barrier
- Take stock of rules for investment
- Significant growth for AAB Wealth as Assets Under Management breakthrough £200m barrier
- AAB Wealth retains prestigious industry award
- Oil downturn brings lesson: diversify your investments
- Office Move to Prime Four Business Park
Contact us
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How we work pages
I need help with
I need help with pages
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Landing pages
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Miscellaneous
Our clients' stories'
Our clients' stories' pages
- Trusted support at an emotional time: James’s story
- A life-changing decision: Crawford’s story
- Pension Planning, Estate Planning and Buy-to-Let - Graham and Shona's Story
- Helping children onto the property ladder - Gary's story
- Gifting money- Nigel's story
- Starting a business - John's story
- Pension Transfer - Colin's Story
- Selling a Business - Alan's Story
- Redundancy Tax Planning - Ian's Story
- Early retirement and the NHS pension - Tara’s story
Resources
Videos
- Our 10 Year Anniversary Video
- What is Financial Planning?
- Lifetime Cash Flow Modelling
- 1. Accept the price
- 2. Beware Market Gurus
- 3. Control your costs
- 4. Spread your risk
- 5. Be disciplined
- 6. Stay balanced
Who we are
Who we are pages
- Graeme Allan
- Ian Campbell
- Andrew Dines
- Kerry Holden
- Claire Marston
- Theresa Mitchell
- Alan Paterson
- Martyn Paterson
- Sarah Philliben
- Jack Swan
- Vikki Venerus
- Beth Welsh
- Kirsty Young
- Douglas Martin
- Richard Johnston
- Neil Folan
- Kirsten Pryde
- Ross White
- Shannon Cowie
- Rachel Hamilton
- Fintan McKenna
- Lisa Tait