"When our bank stopped offering financial advice, we lost the relationship we had with our existing adviser. We therefore felt it an appropriate time to look for a new firm to help us with our financial planning, and we are so glad that we found AAB Wealth for this.
When we first met Simon, he immediately put our minds at ease as he seemed very knowledgeable and trustworthy. He offered to analyse our existing pensions and investments before making any recommendations, giving us the chance to 'test him out' before we committed to becoming clients.
When Simon presented the results of his work to us, we could see that an awful lot of work had gone in to making our very messy, and sometimes complex, collection of plans understandable. He suggested an exercise of consolidation, cost saving and making sure that all our plans were invested in ways that were the right level of risk for us. We were so happy with all that he had suggested that we decided to make some additional investments as well.
All in all, we have been very happy with the service we have received from Simon and AAB Wealth."
George, Managing Director, Aberdeenshire