AAB Wealth Ltd

AAB Wealth is an independent, Chartered Financial Planning firm serving clients across the UK from offices in Scotland, England and Ireland. Part of the AAB Group, it works with specialist tax advisers so clients can manage financial planning and tax affairs under one roof. The firm supports business owners, entrepreneurs, professionals, executives and people approaching or enjoying retirement, tailoring advice to each person’s needs and goals.

Its services cover pension and retirement planning, savings and investments, inheritance and succession planning, tax planning, financial settlements and advice for people managing a lottery win. AAB Wealth also uses cash flow modelling to help clients understand their financial future and make informed decisions. Its process begins by listening to clients and understanding what they want from life, then building and supporting a plan designed around their objectives.

The firm takes a sustainable approach to investing, with portfolios focused on reducing exposure to greenhouse gas emissions. Clients can access planning consultations, educational resources and client stories, as well as an online client portal.