AAB Wealth Chartered Financial Planners

Independent Financial Adviser  1 Lochrin Square, Edinburgh, City of edinburgh, EH10 4FE
First meeting at adviser's own cost
Your success is our business.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Ian Campbell APFS
Chartered Financial Planner

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.

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.

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

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

What our clients say
"When I seek advice, of any kind, I value people with high personal integrity. I already knew AAB as a company of the highest reputation and so it was extremely pleasing to find someone with the integrity of the team at AAB Wealth to advise me. Over the last 12months, the investment portfolio that they recommended for me has performed as well as they predicted and the diversified approach seems to have sailed through the market disruptions during this. My meetings with the team are always excellent. They are well-prepared for the meetings; they listen to my concerns; I feel engaged and their advice is tailored to my circumstances. It is very clear that the team have my interests at heart and so it has been easy to place my trust in them. They are very professional and on top of their subject. They are always in good spirits and I am very pleased to know the team."
Ed Thorogood, KE Energy Consultants Ltd
"AAB Wealth have been advising us on various financial issues over the last 9 months. They are totally dedicated to providing the very best service and advice in all aspects of the financial industry, and thus far has proven to go well beyond the expected service of a typical IFSS. We have and will continue to have absolutely no hesitation in recommending their services."
Neil, Aberdeenshire
"I was first introduced to the team at AAB Wealth when I wanted to set up a Trust for my children, investing money for their future, and using the Trust as a tax efficient way of passing the money to them in order to reduce future Inheritance Tax Liability. Since then, they have also assisted in pension planning, not only simplifying and consolidating my pension plans, but also helping me benefit from additional tax advantages of using Salary Exchange to save National Insurance on pension contributions. At our latest meeting, while I was satisfied with the returns on the portfolio, the team pointed out that these were long term investments and there was a likelihood that the portfolio value could fall in future years. They reiterated that I needed to be happy with the service provided and the advice I was given, because I would still be paying for their services. I believe that I have received value for money to-date on the services that have been provided by the team at AAB Wealth."
Jack, Operations Director, Aberdeenshire
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.

Our services

We provide peace of mind and simplify your life.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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