AAB Wealth Team

AAB Wealth accredited as one of top-rated financial advice firms for 2024

AAB Wealth, a leading independent chartered financial planning firm, has qualified as one of the top-rated financial advice firms for 2024 by VouchedFor, following outstanding client feedback.

This marks AAB Wealth’s inaugural VouchedFor accreditation since the initiative launched four years ago. The 2024 application process required firms to meet a higher standard of client experience than previous years, rendering the qualification particularly noteworthy.

VouchedFor analyses the ratings and reviews received by financial advisers the length and breadth of the UK, with just 112 firms securing their place in the prestigious guide this year.

In addition to qualifying as one of top-rated firms, eight of AAB Wealth’s financial planners have been recognised as top-rated financial advisers, demonstrating their commitment to delivering client service excellence:

Aberdeen – Lisa Tait, Ian Campbell, Martyn Paterson
Belfast – Debbie Connolly and Alastair Moore
Glasgow – Alan Turner
Edinburgh – Richard Johnston
Leeds – Tom La Dell

Head of Financial Planning at AAB Wealth, Ian Campbell, expressed a deep sense of accomplishment, stating, “I am incredibly proud of this achievement for AAB Wealth, and I commend the individuals who have deservingly secured their place in the list of top-rated financial advisers in the UK. AAB’s overall rating was 4.8 out of 5 – this achievement is testament to our team’s commitment to providing the best advice to our clients across Scotland, England, and Northern Ireland.”

AAB Wealth will be listed in 2024 Guide to Top Rated Financial Advisers, which is distributed in The Times, The Telegraph and The Mail on Sunday, reaching over 3 million people across the UK.