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Visualising your financial future using Lifetime Cash Flow Modelling is a key component of our service.
Together we can use cash flow modelling to explore different events or lifestyle choices, and see the potential influence that these might have on your finances over the long term. We want you to be able to make informed decisions and understand any potential impact these might have on your cash flow over the long term.
Lifetime Cash Flow Modelling is provided as part of a detailed financial plan. It can answer questions such as:
At AAB Wealth our role is to ensure that our clients have confidence in their financial future.
Savings are a simple and common way to build up assets and are the bedrock of any financial plan.
AAB Wealth can advise on the most tax-efficient way you can save, and the amount you should be saving regularly as part of your financial plan to reach your goals.
At AAB Wealth, we believe there is a notable difference between speculating and investing. We adopt a rigorous, systematic, evidence-based approach to investing. Find out more about our Investment Philosophy here.
“Forecasts may tell you a great deal about the forecaster; they tell you very little about the future”.
WARREN BUFFETT
AAB Wealth can advise on the most tax-efficient way you can save, and the amount you should be saving regularly as part of your financial plan to reach your goals.
At AAB Wealth, we believe there is a notable difference between speculating and investing. We adopt a rigorous, systematic, evidence-based approach to investing.
We continually look ahead at potential changes that may impact you and your portfolio. A topic high on our agenda is investing in sustainable funds that strive to make a positive difference to the world we live in.
Considering the environmental impact from company emissions and reducing exposure to this and other key sustainability considerations within a well-diversified and cost-effective investment framework is an integral part of our investment philosophy. We strive to ensure you can pursue your financial goals without compromising on investment principles or accepting lower returns.
Find out more about our Investment Philosophy here.
We will take time to find out what is important to you and establish how your goals and aspirations for your future can be fulfilled.
Although retirement is often seen as a stage for later in life, the earlier you can start planning the sooner you will have a clear picture of what your future could look like.
Whatever your ambitions, we will build your personal financial plan and work with you to achieve them.
Pensions can be a tricky landscape to navigate with more options available and potentially more decisions to make than ever before.
With expertise in all areas of pension planning, our team can simplify this potentially complex area for you. We will explain your options clearly putting you in an informed position, tailoring our advice to your needs and objectives.
Roger first approached AAB Wealth at the beginning of 2020 looking for retirement advice. Recently we caught up with him to find out how he is finding retirement.
