AAB Wealth Limited
Jack Swan APFS is a seasoned professional in financial planning and wealth management, currently serving as Senior Technical Manager at AAB Wealth Limited since June 2018, having progressed through various roles from Trainee Paraplanner to Technical Lead. Prior experience includes a role as Brand Ambassador and Placement Student at Anderson Anderson & Brown LLP, where contributions were made to personal tax compliance and the Wealth Management department. Early career experience at The Co-op as Team Leader involved managing staff and store operations. Jack holds an Advanced Diploma in Financial Planning and a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, as well as a BA (Hons) in Accounting & Finance from Robert Gordon University.
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AAB Wealth Limited
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.