Our purpose is to take time to understand your values and goals and to help you face your financial future with increased confidence and security.
At AAB Wealth we believe that wealth management and financial planning should be engaging, enjoyable and enlightening.
Clients of AAB Wealth benefit from a Nobel-Prize winning investment approach which is not based on speculation but has been designed specifically to capture efficiently, the returns of capital markets – we refer to this as asset class investing and our aim is to maximise returns and only take risks which academic evidence demonstrates are risks worth taking.
Please click here for our Investment Philosophy.
Consultative Wealth Management
Taking a comprehensive approach so that you secure all that you value requires wealth management however this means more than just taking care of your investments. True wealth management means working with you on a consultative basis to systematically address your entire range of financial issues – we refer to this as Advanced Financial Planning.
AAB Wealth offer four core services:
Please note that some solutions relating to tax planning, inheritance tax planning and education expenses planning are not regulated by the Financial Conduct Authority.
Statement of Independence
Please click here for our Statement of Independence
Consumer Confidence Campaign
AAB Wealth supports the Personal Finance Society's 'Consumer Confidence Campaign' and its ultimate ambition to create a more vibrant financial planning sector that is well thought of and highly trusted.