AAB Wealth Ltd
@AAB_Wealth
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Enabling people to achieve what they want in life, helping them feel confident about their financial future.
Aberdeen
Joined November 2013
Strategic growth continues at AAB Wealth 🚀 We’re thrilled to announce the acquisition of Integrity Financial Management and the consolidation of WealthFlow & Magus Wealth to the AAB Wealth brand. Read more 👉 https://t.co/1jB0aBVPnJ
#AABWealth #FinancialPlanning #Growth
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💸 £51,000. That’s what one #investor lost… without ever seeing the money leave their account. They thought holding back was the safe move. But “waiting for the right time” meant missing out on £51,000 in gains: https://t.co/ahNL50edoK
#InvestingMistakes #DIYinvesting
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🎸 Did you manage to secure tickets for the #Oasis reunion? Whether it’s a headline gig, a dream holiday, or a World Cup final, some moments are worth the splurge. But how do you decide when it’s worth it? 👉 That’s where #cashflowmodelling comes in: https://t.co/Zs7a2Xj4kr
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Meet Duncan Glassey, Senior Partner and Chartered Financial Planner, based in Edinburgh: https://t.co/I16Hd52fRi Duncan's approach is client-centric, focusing on long-term financial well-being and tailored advice. #MeetTheTeam #FinancialAdvice #ManagingFinancialSettlements
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From asking for advice on his pension… to giving it. 🔁 Read how Martyn went from Bank Manager and client, to Chartered Financial Planner, and now Director at AAB Wealth: https://t.co/eS571wXEog
#MeetTheTeam #CharteredFinancialPlanner #PeopleSpotlight
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🛑 You can’t gift your pension. ✅ But you can adjust your #retirement and #tax strategy before 2027. Discover the 3 most common client scenarios, and what to do if one of them sounds like you: https://t.co/7xtm0L8QRw
#InheritanceTax #PensionPlanning #IHT2027
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Navigating a financial settlement after a life-changing event? You don’t have to do it alone. We help individuals make sense of their options and create a clear plan to move forward with confidence: https://t.co/LrbKvLBNyN
#FinancialPlanning #PersonalInjury #MedicalNegligence
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No fear. Just clarity, confidence and a way forward. After 40+ years in Oil & Gas, Brian had one goal: retire early, and securely. 👉 Thinking about your own future? See how Brian got the confidence to retire: https://t.co/WTFRjCi4Vd
#RetirementJourney #ClientStory
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A huge rule change is coming in April 2026, and if your company is worth more than £1 million, part of it could soon be taxed at 40%. Don’t assume you're fully protected: https://t.co/k3glBs7aCd
#IHT #TaxPlanning #BusinessOwnerAdvice #SuccessionStrategy
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We’re still not over Saturday night 🌟❤️ The 2025 AABIE charity ball was a huge success! As announced earlier this week, we raised an incredible £45,000 at the event. Check it out below👇 #AABIEball2025 #charity #givingback
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💸 Could your family lose hundreds of thousands to tax for inheriting your #business? From April 2026, only the first £1 million of your business value may qualify for 100% #inheritancetaxrelief. Anything above that? Find out what you could be paying: https://t.co/eQOl1oytGG
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💡 Thinking about your #financialfuture? You’re not alone: https://t.co/pDUYxFJefR Whether you've recently become empty nesters, sold a #business or are #retirees with a grandchild on the way, financial planning can provide some clarity. #RetirementPlanning #CashflowModelling
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💭 Already #retired? Maybe you’ve been living off #investments or considering how to pass on wealth to your family. With #changingtaxrules and new priorities, now might be the time to reassess. That’s where cashflow modelling comes in: https://t.co/Y8OPgpsms0
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🔮 Are predictions reliable? https://t.co/uys4StivFO See some of the biggest financial forecasts and how they turned out👇 #FinancialForecasts #Marketpredictions #InvestmentAdvice
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Are your current savings enough for #retirement? Claire shares how #CashflowModelling helps to reveal the gaps and how, with a few adjustments, you could gain the confidence to retire and have the lifestyle you desire, without worrying about money: https://t.co/lFLhZvM9ux
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📰 Another day, another worrying headline? Markets go up, policies shift, and headlines scream uncertainty—but that doesn’t mean your financial future has to: https://t.co/3Pscsw4Rho
#FinancialFuture #FinancialPlanning #Marketshift
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Making major financial decisions? Claire explains how cashflow modelling guides choices like saving for retirement, or making a big purchase or business sale: https://t.co/Rahi6F4JxA
#CashflowModelling #RetirementPlanning #Sellingabusiness
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@VouchedFor We’re also thrilled to be shortlisted for three Client Experience Awards: Client Trust, Client Care (Financial Advice) and Client Champion. These achievements and your reviews are a testament to our teams dedication to helping you achieve your goals.
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We’re incredibly proud to share that we’ve been awarded 2025 Top Rated Firm status by @VouchedFor 🌟 Thank you to our clients for the trust you place in us and for taking the time to share your feedback. 💬 https://t.co/BucfOqNsIW
#VouchedForGuide #ClientExperience
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Ever wanted to predict your financial future? Claire Marson breaks down the power of cashflow modelling in our latest video: https://t.co/oDoYHhpx5E
#CashflowModelling #FinancialPlanning #FinancialFuture
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