AAB Wealth is an independent chartered financial planning firm helping individuals and families plan for the future with confidence.

The firm has been awarded chartered status by the Chartered Insurance Institute (CII). This title is only awarded to firms that meet rigorous criteria relating to professionalism and capability. Moreover, the firm has been included in the Sunday Times best companies to work for list every year since 2016. AAB Wealth is focused on growing its adviser team by promoting talent within. This has involved creating a five-year plan that gives recruits a clear path from offering service support all the way to becoming a chartered financial planner.

Working with clients across the UK, from offices in Aberdeen, Edinburgh and London, the firm has cemented itself as one of the leading advice firms in Scotland. Its culture and strong values mean it always focuses on doing the very best for clients and as part of the Anderson Anderson & Brown (AAB) Group, it has access to specialist tax advisers, so all financial planning and tax affairs can be managed under one roof.