About AAB Wealth Chartered Financial Planners

Giving you confidence in your financial future
AAB Wealth is one of the UK’s leading Chartered Financial Planning firms, working with clients all across the UK. Our culture and strong values mean we always focus on doing the very best for our clients.At AAB Wealth, we offer tailored financial planning designed to help you achieve the best from life. Financial planning is a process that will support you to make sensible decisions about money and help you to achieve your life goals.The process of creating a financial plan covers several aspects of personal finance such as planning for your future using tools such as cash flow modelling, retirement planning, estate planning and tax planning.AAB Wealth will help you with the full range of financial advice from pension planning to savings and investments. We start by finding out what you want from life in order to create a financial plan that’s based on your individual needs and objectives.We’ll then support you throughout the lifetime of your plan to help you achieve your goals.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

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