AAB Wealth wins Top Planning Firm award

AAB Wealth, a leading independent chartered financial planning firm, has been awarded the prestigious ‘Chartered Financial Planning Firm of the Year’ award at the Personal Finance Society Awards 2023/24, following a year of significant growth and geographical expansion.

Head of AAB Wealth, Andrew Dines, Chartered Financial Planner, Ian Campbell, and Head of Operations and Compliance, Vikki Venerus represented the firm at the award ceremony, which took place on Thursday, October 12, at the exclusive 12th Knot Bar venue in London.

The Personal Finance Awards, presented by Claudia Winkleman, co-host of Strictly Come Dancing and the BBC gameshow The Traitors, recognise and celebrate excellence in the financial planning profession. These awards highlight the vital role the industry plays in providing clients with the confidence and clarity to meet their financial needs and long-term aspirations.

The event brought together financial advisers, paraplanners, and their support teams to acknowledge the high achievers in the financial planning profession, honouring the teams and individuals who have shone brightest over the past 12 months.

AAB Wealth’s commitment to delivering client service excellence and their highly innovative approaches were commended by the judges. They were also praised for their positive team spirit and dedication to supporting clients and colleagues in achieving their goals.

Andrew Dines, Head of AAB Wealth, expressed his immense pride in receiving the award, stating, “We are truly humbled to be recognised as the best Chartered Financial Planning Firm in the UK by the Personal Finance Society, the leading professional body for the financial planning industry. This achievement is a testament to our team’s unwavering dedication and commitment to helping our clients across Scotland, England, and Northern Ireland achieve their goals.”