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AAB Wealth Chartered Financial Planners
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"We were introduced to AAB Wealth just as we were working out how to transition into retirement, as I was winding down my business. We needed advice on investing surplus cash and also about drawing income from our pensions.

The team have consistently sought to understand what was most important for us when making recommendations, and their advice has not only ensured that our current needs were met (income requirement and level of investment risk), but that our ongoing and future needs were catered for (as tax efficiently as possible and preserving an inheritance for our family).

We are not sophisticated investors, and our understanding of the financial industry is very limited, so the team have always made sure that we understood exactly what they were recommending and why it was appropriate for us. We know that we can ask them anything at any time, they are always very pleasant to work with and, thoroughly professional in his dealings with clients.

We would recommend AAB Wealth to anyone looking for good retirement and investment advice."

 

Gordon, Consultant, Aberdeenshire

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AAB Wealth Insights

  • Brexit and your investments
    Brexit and your investments
  • The Voluntary Tax and the Younger Generation
  • Budget 2018: Opportunity remains
  • Cognitive Bias in Investing
  • Inheritance Tax – the ever increasing tax burden
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AAB Wealth Chartered Financial Planners is a trading style of Anderson Anderson & Brown Wealth Limited which is authorised and regulated by the Financial Conduct Authority, FRN 608548

Chartered Financial PlannersCISI - Chartered Institute For Securities & Investments. Accredited Financial Planning Firm

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