AAB Wealth Ltd is one of the leading independent financial planning firms in the UK. Our mission is to provide our clients with a world-class, consultative and relationship-driven Wealth Management service.

AAB Wealth have been awarded the CII's Chartered Firm Status and are also an Accredited Financial Planning Firm with the Institute of Financial Planning (IFP). Less than 1% of financial advisory firms in the UK are both Chartered and Accredited meaning that we demonstrate the highest standard of Financial Planning practice. 

You can be confident that we will take time to understand your values and goals and help you to face your financial future with increased confidence, enthusiasm and security.

Finance

Investment Management

Personal Finance

AAB Wealth Limited

Kingshill View likely focuses on client relationship management, financial planning, and compliance support in a business park setting.

Kingshill View

Fraser Porter

Andrew Dines

Martyn Paterson

Sarah Giles FPFS

This department focuses on developing and managing financial plans to guide individuals and organizations toward their financial goals.

Financial Planning

This department is responsible for managing and enhancing relationships with clients to ensure their needs are met effectively.

Client Services

This department oversees and optimizes the organization's operational processes and resources.

Operations Management

This department focuses on establishing and managing strategic partnerships to enhance business growth and collaboration.

Partnership Development

This department provides assistance and support to clients, ensuring their needs are met and issues are resolved.

Client Service Support

This department oversees technical operations and ensures the effective implementation of engineering and technology projects.

AAB Wealth Limited

Org chart

Teams

Financial Planning

Client Services

Operations Management

Partnership Development

Client Service Support

Technical Management

Offices

AAB Wealth Limited

Org chart

Teams

Financial Planning

Client Services

Operations Management

Partnership Development

Client Service Support

Technical Management

Offices

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