AAB Wealth Chartered Financial Planners

Independent Financial Adviser 1 Lochrin Square, 92 Fountain Bridge, Edinburgh, EH3 9QA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd October 2018
Your success is our business
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
Andrew Reynolds
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Keith Boyes
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

1 Lochrin Square, 92 Fountain Bridge, Edinburgh, EH3 9QA

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
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.

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