AAB Wealth Chartered Financial Planners
Qualified listeners - Working with you to achieve your goals
We can advise you on
Pensions & retirement
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
OEICs
Offshore investments
Socially responsible investments
Unit trusts
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 ISA
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Group risk
FCA authorised
Last authorised 1st June 2020
Meet our advisers
Martyn Paterson
Ian Campbell
Andrew Dines
Where to find us
Head office address: 1 Lochrin Square, Edinburgh, EH3 9QA
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
FCA authorised
Last authorised 1st June 2020
Similar advisers near you
Quality advice from experienced, qualified advisers.
We take a long term view to clients, who are not transactions.
When you use a Chartered firm of Financial Planners you are dealing with proven professionals.
John has been trusted to help individuals and families meet their retirement and investment goals for over 30 yrs. He is an award winning adviser within True Potential Wealth Management - ‘Wealth Partner of the year 2017’ - ‘Elite partner award 2019’.
Quality advice from experienced, qualified advisers.
We take a long term view to clients, who are not transactions.
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