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
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.6/10
check
FCA authorised
Last authorised 2nd August 2021
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
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, EH10 4FE
Service coverage
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:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.6/10
check
FCA authorised
Last authorised 2nd August 2021

Similar advisers near you

Restricted - whole of market 0.23 mi
Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
 
Independent Financial Adviser 1.86 mi
We're experts, we care, we're here so you can protect the life you love.
 
Restricted - whole of market 2.35 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 2.61 mi
Chartered Financial Planners helping our clients live life on their terms.