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"We were introduced to AAB Wealth just as we were working out how to transition into retirement, as I was winding down my business. We needed advice on investing surplus cash and also about drawing income from our pensions.

Simon and his colleague Paul Lothian have consistently sought to understand what was most important for us when making recommendations, and their advice has not only ensured that our current needs were met (income requirement and level of investment risk), but that our ongoing and future needs were catered for (as tax efficiently as possible and preserving an inheritance for our family).

We are not sophisticated investors, and our understanding of the financial industry is very limited, so Simon has always made sure that we understood exactly what he was recommending and why it was appropriate for us. We know that we can ask him anything at any time, he is always very pleasant to work with and, thoroughly professional in his dealings with clients.

We would recommend Simon and AAB Wealth to anyone looking for good retirement and investment advice."

 

Gordon, Consultant, Aberdeenshire