ANDERSON Anderson & Brown Wealth Ltd (AAB Wealth), one of Scotland’s leading independent financial planning firms has marked its 10-year anniversary by reaching 400 clients, with the firm’s Assets Under Advice (AUA) totaling more than £400m.
AAB Wealth have experienced year-on-year growth in AUA since launched in 2011 and have grown from a team of 4 to a team of 20 operating across Scotland, with advisors based in
Aberdeen and Edinburgh. A graduate training programme has contributed to the team growth, whilst also demonstrating the team’s commitment to investing in the future leaders of the profession.
Graeme Allan, AAB Chief Executive commented “There have been many standout moments for our Wealth team in the last 10 years, and it’s great to be able to reflect back on these at the same time we reach two very key milestones which are a testament to our team and the first-class service they provide.
We help individuals and families plan for the future with confidence, which has undoubtedly been challenging in the last year with volatile world markets widely reported. However, we are pleased that our diverse rules-based approach to investing, focusing on each unique financial planning journey, and preparing a long-term strategy has helped our clients navigate some of these challenges.
Looking ahead, our team will build on the success we have achieved in the last decade whilst continuing to enhance our services to meet our clients’ needs, develop our team and grow our business.”
Enhanced by technology, and with awesome client experience at the heart of everything at AAB, AAB Wealth brings together financial planning and specialist tax advice which enables clients to have all of their affairs aligned and illustrates the value individuals and families place on this collaborative approach.