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Our People

Frank Morton

Frank Morton Director of Wealth Services Frank joined AAB Wealth in June 2016 by way of several senior roles with…

Simon Glazier

Simon Glazier Chartered Financial Planner Simon admits he's a bit of a technician who loves to get into the detail,…

Andrew Dines

Andrew Dines Chartered Financial Planner     Andrew thrives on delivering lifestyle financial planning as a trusted advisor to many…

Ian Campbell

Ian Campbell Chartered Financial Planner   Ian joined AAB Wealth in August 2016 after 7 years working for Bank of…

Vikki Venerus

Vikki Venerus Client Business Manager Vikki joined AAB Wealth when the firm was founded in 2011 as an administrator.  She…

Jenny Ryan

Jenny Ryan Paraplanner   Jenny joined AAB as a Paraplanner in February 2017. As a Paraplanner her role is to…

Kerry Holden

Kerry Holden Paraplanner     Kerry is a paraplanner and her role is to provide dedicated support through the efficient…

Hannah Stopper

Hannah Stopper Client Services Support Hannah is responsible for supporting our Planners with various aspects of the client journey and…

Joanna Ostrowska

Joanna Ostrowska Client Services Support Joanna’s previous experience in mortgages, protection and investments adds value to our team and helps…

Alastair Moore

Alastair Moore Graduate Trainee   Alastair joined the Wealth team in August 2016 as the first graduate trainee. He graduated…

Elmira Donald

Elmira Donald Graduate Trainee   Elmira's role initially will be working closely with each member of the team, building relationships…
Contact

Contact

 

Simon Glazier

Chartered Financial Planner

E: wealthcare@aabwealth.co.uk

T: 01224 625111

Meet the Team

 

Publications

Publications

 
Wealth Wise Autumn 2016 most recent version of the AAB Wealth newsletter provides useful information, some hints and tips on financial planning as well as some news about AAB Wealth and our team (our 'wise owls')
 
Exchange a dividend tax rise for a pay rise Dividend tax rates are going up and the pension Annual Allowance is coming down... 
 
Don't listen to the Wolves on Wallstreet Are you after an investment strategy that's smart, simple to understand and gives you every chance of outperforming the average fund manager? 

More Publications