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  11. AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Independent Financial Adviser  1 Lochrin Square, Edinburgh, EH3 9QA
First meeting at adviser's own cost
Giving you confidence in your financial future
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
9.5/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Richard Johnston
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

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.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

AAB Wealth is one of the UK’s leading Chartered Financial Planning firms, working with clients all across the UK, from our offices in Aberdeen, Edinburgh and London. Our culture and strong values mean we always focus on doing the very best for our clients.

At AAB Wealth we offer tailored financial planning designed to help you achieve the best from life. Financial planning is a process that will support you to make sensible decisions about money and help you to achieve your life goals.

The process of creating a financial plan covers several aspects of personal finance such as planning for your future using tools such as Cash Flow Modelling, retirement planning, inheritance and succession planning and tax planning.

AAB Wealth will help you with the full range of financial advice from pension planning to savings and investments. We start by finding out what you want from life in order to create a financial plan that’s based on your individual needs and objectives.

We’ll then support you throughout the lifetime of your plan to help you achieve your goals.

Our services

As part of the Anderson Anderson & Brown (AAB) Group, we have access to specialist tax advisers, so all your financial planning and tax affairs can be managed under one roof.

Our clients include business owners and entrepreneurs, professionals, executives and people in retirement, each looking for sound financial advice from experienced advisors that they can trust.

We take time to listen and get to know you, understand the future you want for you and those you care about, then work with you to build a plan to help you achieve this.

Services we offer:
- Pensions & Retirement
- Investments
- Tax & trust planning
- Insurance & Protection
- Long term care
- Financial Planning
- Savings
- Inheritance planning

Find out more about these services, our client’s stories and how we could help you on our website.

Where to find us
Head office address: 1 Lochrin Square, Edinburgh, EH3 9QA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022

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