AAB Wealth Chartered Financial Planners

Anderson Anderson & Brown Wealth Ltd (AAB Wealth) is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with a world-class, consultative and relationship-driven Wealth Management service. AAB Wealth have been awarded the CII's Chartered Firm Status and are also an Accredited Financial Planning Firm with the Institute of Financial Planning (IFP). Less than 1% of financial advisory firms in the UK are both Chartered and Accredited meaning that we demonstrate the highest standard of Financial Planning practice. You can be confident that we will take time to understand your values and goals and help you to face your financial future with increased confidence, enthusiasm and security. Our Investment Philosophy A2+B Wealth (AAB Wealth) Chartered Financial Planners believe that most investors would be best served by 'asset-class investing'. Asset-class investing represents a relatively new way of investing and is a model based not on speculation but on the science of capital markets – decades of research and academic evidence guide the way. A2+B Wealth, in conjunction with Dimensional Fund Advisors, our principal investment partner, aims to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading. Unlike stockbrokers, discretionary managers and the vast majority of Independent Financial Advisers and Financial Planners, A2+B Wealth does not spend time fund or stock picking or trying to predict and time the market. Academic studies and history reveal that a low-cost, asset-class investment strategy outperforms the vast majority of active investment strategies over the medium and long-term. We believe asset-class investing should at least represent the core of any investment portfolio. Core Services AAB Wealth offer four core services: Wealth Management Investment Consulting Advanced Financial Planning Corporate Benefits Please note that some solutions relating to tax planning, inheritance tax planning and education expenses planning are not regulated by the Financial Conduct Authority.

Address: 9 Queens Road, Aberdeen, Aberdeenshire AB15 4YL, United Kingdom

Phone: +44 1224 625 111
FAX: +44 1224 626 007