AAB Wealth Limited

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AAB Wealth Limited

We offer tailored financial planning designed to help you achieve the best from life. Financial plan

19/12/2025

2025- that's a wrap!

This year has been truly amazing, from growing our team to securing backing from Goldman Sachs Alternatives to delivering for our wonderful clients.

There's been so much to celebrate, we hope you enjoy watching our recap as much as we did.

09/09/2025

🎓 Ready to kickstart your career?

Our 2025 Grads & Interns Programmes are now live! It’s built to give you more than just a job. From day one, you’ll work alongside experienced professionals, gaining real hands-on experience in an energetic learning environment.

Here’s what’s in it for you:

✨ Unique opportunities working across niche service areas
✨ Clear career development opportunities
✨ An open culture where your ideas and voice matter

We’re here to help you grow, learn, and reach your career goals.

Applications are now open- could this be the start of your journey with AAB?

👉 Find out more and apply here: https://hubs.li/Q03HtRW70

We’re also hosting open evenings across our locations. You can Find out more and sign up here: https://hubs.li/Q03HtK2_0

08/09/2025

Strategic growth continues at AAB Wealth.

We’re delighted to share the next step in our journey as we welcome Integrity Financial Management, a highly respected financial planning firm serving families across the South East of England. This represents our fourth acquisition in just 15 months.

This milestone also marks the consolidation of WealthFlow and Magus Wealth into the AAB Wealth brand, bringing together trusted names under one award-winning national brand.

Hear from Andrew Dines, Head of AAB Wealth, Duncan R Glassey, AAB Wealth Partner, Helen M Learmonth, AAB Wealth Partner, Michael Aitken, AAB Wealth Partner and Glenn Brophy, AAB Wealth Partner below.

Read the full story here 👉 https://hubs.li/Q03Hgt7l0

14/08/2025

💸 £51,000. That’s what one investor lost… without ever seeing the money leave their account.

They thought holding back was the safe move. But “waiting for the right time” meant missing out on £51,000 in gains.

DIY investing might feel empowering, but without impartial advice, emotions can cost you more than fees ever would.

👉 Discover how professional advice can protect your future: https://hubs.li/Q03CKDJG0

24/07/2025

🎸 Did you manage to secure tickets for the Oasis reunion?

Whether it’s a headline gig, a dream holiday, or a World Cup final, some moments are worth the splurge. But how do you decide when it’s worth it?

👉 That’s where cashflow modelling comes in. It helps you visualise if you can afford those once-in-a-lifetime moments now, without jeopardising the road ahead.

Don’t just dream it. Plan it, and live it.
Discover how to build flexibility into your financial plan today: https://hubs.li/Q03yJN5n0

04/07/2025

Meet Duncan Glassey, Senior Partner and Chartered Financial Planner, based in Edinburgh.

With over 25 years of experience, Duncan specialises in guiding clients through sudden wealth events, such as financial settlements or unexpected windfalls, providing clarity and confidence during pivotal life transitions.

Duncan's approach is deeply client-centric, focusing on long-term financial well-being and tailored advice.

Find out more or get in touch: https://hubs.li/Q03vBhPr0

02/07/2025

From asking for advice on his pension… to giving it.

Martyn didn’t plan to change careers. But after 31 years in the banking industry, he found himself drawn to something new.

Fast forward to today, and he's part of the team, helping others build their futures.

🔁 Read how Martyn went from Bank Manager and client, to Chartered Financial Planner, and now Director at AAB Wealth: https://hubs.li/Q03vBfvM0

30/06/2025

🛑 You can’t gift your pension.
✅ But you can adjust your retirement and tax strategy before 2027.

With pensions being pulled into your estate for IHT, the old "leave it untouched" method may now leave your family with a hefty bill.

Discover the 3 most common client scenarios, and what to do if one of them sounds like you: https://hubs.li/Q03vbl6k0

27/06/2025

Navigating a financial settlement after a life-changing event? You don’t have to do it alone.

Whether it’s due to a personal injury, medical negligence, or another unexpected event, managing a financial settlement can feel overwhelming, especially when long-term decisions need to be made.

We help individuals make sense of their options and create a clear plan to move forward with confidence.

🔗 Find out how we can support you: https://hubs.li/Q03tB5tZ0

25/06/2025

No fear. Just clarity, confidence and a way forward.

After 40+ years in Oil & Gas, Brian had one goal: retire early, and securely.

👉 Thinking about your own future? See how Brian got the confidence to retire: https://hubs.li/Q03tBbvG0

Address

Kingshill View, Prime Four Business Park

Opening Hours

Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00

Website

http://aabwealth.uk/

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