AAB Wealth Chartered Financial Planners

Independent Financial Adviser  1-3 Arthur Street, Belfast, BT1 4GA
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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Alastair Moore 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.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

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. 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, estate 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 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 advisers 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 planning
- Investments
- Tax & trust planning
- Insurance & Protection
- Long-term care planning
- Financial Planning
- Savings
- Estate planning

Find out more about these services, our clients' 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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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