"I had never needed investment advice before, but when my mother passed away I needed some help knowing what to do with the inheritance I received. My solicitor suggested that I contact AAB Wealth, and I met with the team who have been a great help to me throughout the process. They took the time to understand what was important to me, both in terms of my values and my goals, and they made sure that I understood everything as I went along.

AAB Wealth have given me confidence to know that I have enough money to live off, and that I can splash out on a few things. I want to be a good steward of my wealth, and the team helps me in this, both making sure that I have enough when I need it and that I'm saving tax where and when I can.

The AAB Wealth team have become my trusted adviser and, although my affairs are no doubt quite simple compared to many, I have the peace of mind in knowing that my money is being invested in a way that I understand, by someone I trust, and that I can call on the team whenever I need advice, reassurance or, for that matter, to access my investments."

Meryl, Aberdeenshire