AAB Wealth Chartered Financial Planners

Independent Financial Adviser AAB Wealth, Kingshill View, Prime Four business Park, Kingswells, Aberdeen, AB15 8PU

First meeting at adviser's own cost

Response rating

7.0/10

15th October 2018

Qualified listeners - Working with you to achieve your goals

We can advise you on

Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management

Meet our advisers

Martyn Paterson

Financial Planner

Andrew Dines

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Chartered Wealth Manager

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Advanced Diploma In Financial Planning (CII)

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations

Ian Campbell APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Chartered Financial Planner (CII)

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Advanced Diploma In Financial Planning (CII)

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations

Where to find us

AAB Wealth, Kingshill View, Prime Four business Park, Kingswells, Aberdeen, AB15 8PU

About us

We focus on your vitality, making choices that enrich your life and those around you. We ensure you have enough to enjoy spending, protecting, and giving away, when the time comes.

This is achieved by taking the time to listen and understand you, working together to create a clear picture of where you are now and what you want your future to look like.

We use our experience and expertise to put in place the right structures to protect, grow and keep your money with you and your loved ones. That’s something we like to do over the long term, supporting you as you move through different phases of life.

As part of our service you will benefit from a Nobel Prize-winning investment approach, specifically designed to generate long term growth for you, whilst keeping risk and costs to a minimum.

We work closely with our colleagues in the wider AAB firm, particularly those in the Private Client Tax team. This natural partnership ensures you can benefit from expert tax and wealth management advice, all under one roof.

It’s this comprehensive approach when working with you that makes us an award winning Chartered Financial Planning firm.

Compliance

Our charges are dependent on the nature and complexity of the work carried out. All our charges will be confirming in writing and agreed with you in advance of any work being carried out.

Our adviser charges are as follows:

Initial Adviser Charge: 1% of investible assets

Ongoing Adviser Charge: 1% per annum of investible assets.

Example
For investible assets of £250,000 our initial charge would be £2,500 and our annual, ongoing charge would be £2,500.

We can advise you on

Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£500,000

Minimum pension value

£500,000

Minimum mortgage value

£500,000

Compliance

Contact options

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