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

13th August 2018

A2+B Wealth provide our clients with a world-class, consultative and relationship-driven Wealth Management service.

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

Andrew Dines

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

CISI Diploma (CISI)

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations

Ian Campbell APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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.

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.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Accreditations

Where to find us

About us

We believe that personal wealth management and financial planning should be engaging, enjoyable and enlightening.

The mission of A2+B Wealth is to help you to manage money so you enjoy a successful investment experience and can face the future with confidence and security.

We operate on a fee-for-service basis as the emphasis is on ongoing, relationship-driven planning.

We are committed to : Taking the time to listen to you; Knowing what's important about money to you; Defining your lifestyle, financial and investment goals; Keeping you well informed ; Helping you achieve and maintain your desired lifestyle.

Our services

A2+B Wealth Chartered Financial Planners take time to understand your values & goals and to help you face your financial future with increased confidence & security.
We utilise a Nobel Prize-winning investment approach which is not based on speculation but has been designed specifically to capture efficiently, the returns of capital markets – we refer to this as asset class investing and our aim is to maximise returns and reduce risk.

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

Contact options

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