AAB Wealth Chartered Financial Planners

Independent Financial Adviser  1 Lochrin Square, Edinburgh, City of edinburgh, EH10 4FE
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FCA authorised
Last authorised 29th June 2020
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
Meet our advisers
Ian Campbell APFS
Chartered Financial Planner
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.

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

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

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