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Management accounts, strategic planning, profit improvement
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Accounting function, automation, daily reconciliations and dashboards, accounts payable
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Private Clients & High Net Worth Individuals
Tax planning & compliance, tax residence and domicile, trust planning
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Baseline assessments, materiality assessments, carbon footprint and sustainability reporting
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Corporate tax, customs duty, VAT, R&D, tax investigations, international tax
Virtual Finance
Bespoke service providing real-time information about your business performance
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AAB PEOPLE
Full-service people consultancy – human resources, learning and development
AAB WEALTH
Financial planning, cash flow modelling, retirement planning
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Professional services, medical, recruitment and media
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Fashion, entertainment, activity centres, hoteliers
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Charities, social housing, higher and further education institutions
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Software companies, tech start-ups, cybersecurity firms, and AI innovators.
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AAB Group / Our Team / Jack Swan
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The AAB Wealth team, primarily working with our Financial Planning Associates and Financial Planners to deliver robust advice to Private Individuals, Families and Business Owners.
Supporting the delivery of Financial Planning, Cash Flow Modelling, Investment and Legacy Planning.
Jack Swan is Technical Manager in our AAB Wealth team. Based in Aberdeen, heading up the Financial Planning Associates team.
He supports the Financial Planning Associates and Financial Planners to undertake detailed analysis and planning, enabling the delivery of tailored financial plans to help meet clients’ needs and objectives.
“It is incredibly rewarding to give clients clarity over their current circumstances, the options they have, and to give them the reassurance and confidence to enjoy their money.
AAB Wealth is a team with strong collaboration and continually pass knowledge to help each other grow, and ultimately deliver the best outcomes for clients. There are always opportunities, challenges, and a path to progress through the team. “
“Tech has enabled us to engage with clients in different ways during COVID, notably the way we interacted as a team, with clients, how we share documents and content with them, and now have almost all our paperwork signed electronically.
With the nature of our business, many of our clients would choose to see us ‘in the flesh’ but tech has given us the flexibility to engage with clients on the go, whenever and wherever is convenient for them.”
“When it comes to my strengths, I enjoy thinking outside of the box, finding solutions to problems and supporting others. I’m organised, methodical and continually deliver under pressure.
The greatest compliment we receive is that clients trust us fully with their money, and therefore their future.”
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