Duncan
Glassey

WHO I HELP

I specialise in guiding clients who have recently come into ‘sudden wealth’. My clients include individuals and families who have experienced significant financial windfalls, such as business sales, lottery wins, retirement, inheritances, or major injury settlements. I understand the unique challenges that accompany these transitions and work closely with clients to navigate them effectively.

HOW I HELP

As a Chartered Financial Planner, I bring extensive expertise to every client relationship. My independent and holistic approach addresses immediate financial concerns while laying the groundwork for long-term security. I believe in empowering clients through education, enabling them to make informed decisions that align with their values and aspirations.

“SUPPORTING YOU THROUGH LIFE’S UNEXPECTED FINANCIAL WINDFALLS.”

Duncan Glassey is a Chartered Financial Planner based at our Charlotte Square office in Edinburgh. With a career dedicated to assisting clients through sudden wealth events, Duncan has become a trusted advisor for many navigating significant life transitions. His extensive experience allows him to provide exceptional service to clients with complex and diverse needs. Duncan’s approach focuses on guiding clients through both the emotional and financial aspects of sudden wealth, helping them make informed decisions that secure their future. His commitment to clients is evident in the long-term relationships he cultivates, empowering them to lead fulfilling lives.

AN IDEAL RELATIONSHIP

“I envision an ideal client relationship as a long-term partnership rooted in trust, education, and empowerment. Clients expect consistency and rely on my availability, not just for themselves but for their families as well. The most rewarding aspect of my work is witnessing clients grow in knowledge and confidence, ultimately leading the lives they aspire to. Whether supporting clients directly or mentoring fellow financial planners, my goal is to help others realise their potential and achieve success in both their professional and personal lives.”

GUIDING YOUR JOURNEY

“Financial planning is, in my view, the most intimate of all professional services. It supports clients comprehensively, guiding them through life’s complexities. I am committed to raising industry standards and believe in the transformative power of education. My role is to bridge the knowledge gap that often leaves individuals vulnerable, ensuring they maximise their lives through effective financial planning.”

NAVIGATING CHALLENGES TOGETHER

“One of the greatest challenges is the lack of financial education that most people receive. Even those educated at the best schools and universities often lack training in investment, tax, or financial planning. This gap can leave clients vulnerable, especially when dealing with sudden wealth. My role is to bridge that gap by providing advice that helps clients manage their time and money effectively.

One of the most meaningful compliments I’ve received was when a client told me I ‘saved their marriage’ through financial life planning and coaching. By helping them align their shared values and aspirations, I provided the financial reassurance needed to pursue their passions with confidence.”

A HOLISTIC AND ADAPTABLE APPROACH

“My approach is hands-on; I prefer face-to-face meetings to build strong, personal connections with my clients. However, I also recognise the role of technology in modern financial planning and appreciate the efficiency it offers when time or travel constraints arise. My greatest satisfaction comes from seeing clients gain the confidence to make decisions that reflect their true values and aspirations.”

A PASSION FOR CLIENTS AND THE FUTURE

“Being part of a larger professional team at AAB Wealth is incredibly exciting. I look forward to sharing my knowledge and learning from my colleagues. I am passionate about influencing the financial planning profession to continually raise standards and deliver the highest level of service. At AAB Wealth, the value ‘Clients are our passion’ resonates deeply with me. To me, nothing is more important than nurturing and growing client relationships. Receiving referrals from existing clients is the highest compliment we can receive, reflecting the trust they place in us to manage their financial futures and those of their loved ones.”