Aab Wealth

Financial planning and wealth management firm AAB Wealth has acquired WealthFlow, a specialist financial planning firm based in Edinburgh, bringing its total assets under advice (AUA) to over £1 billion. Edinburgh-based WealthFlow’s experience in managing the intricacies of financia

AAB Wealth has acquired Bishopbriggs-based Synergy Financial Planning, bringing its total assets under advice (AUA) to over £800 million. The deal combines the expertise of 37 professionals across the Scotland, England, and Northern Ireland, all of whom are dedicated to helping families and in

AAB Wealth has qualified as one of the top-rated financial advice firms for 2024 according to VouchedFor, following positive client feedback.

Independent chartered financial planning firm AAB Wealth has been awarded the 'Chartered Financial Planning Firm of the Year' award at the Personal Finance Society Awards 2023/24. Head of AAB Wealth, Andrew Dines, chartered financial planner, Ian Campbell, and head of operations and compliance, Vikk

AAB Wealth has appointed senior financial planner Alan Turner as it expands its operations across Central Scotland. Mr Turner has more than 12 years’ experience in financial planning and has previously held positions at Bank of Scotland, Grant Thornton Wealth Advisory and abrdn Financial Plann

AAB Wealth, part of the AAB Group, has acquired Kilkee Financial Services Ltd (Kilkee), based in Aberdeen. Founded in 2002 by Geoffrey Purcell, Kilkee has over 100 clients in Aberdeen and offers professional advice to families and individuals regarding their financial future. The transacti

AAB Wealth has appointed Tom La Dell as a Chartered Financial Planner based in Leeds, expanding its operations in the North of England. As part of the tech-enabled business critical services group, AAB, AAB Wealth covers all aspects of personal finance, pension savings and retirement planning.

Alastair Moore, a chartered financial planner at AAB Wealth, outlines the advice the firm has been giving to its clients. There are plenty of scary headlines doing the rounds about pensions and markets right now, leading to a lot of nervous questions from worried investors.

Financial planning firm AAB Wealth has announced its expansion into Northern Ireland with the appointment of chartered financial planner, Alastair Moore, following the recent merger of AAB Group with FPM. Mr Moore, originally from County Down, Northern Ireland, previously worked for AAB Wealth for f