Financial planning, retirement planning and wealth management

Financial planning

Planning my financial future

Planning for your financial future is about more than growing wealth – it’s about creating long-term security, supporting your lifestyle goals, and ensuring you’re prepared for every stage of life. Whether you’re building wealth, preparing for retirement, planning for your family, or considering your legacy, AAB Wealth advisers work with you to create a tailored strategy designed around your personal ambitions and evolving needs.

The main objective of financial planning is to ensure that the right amount of money is available at the right times to enable you to achieve your financial goals and live your desired lifestyle.

AAB Wealth will guide you through this process so that you fully understand the options, can explore your financial expectations and identify a plan to help you achieve your goals.

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AAB Wealth

AAB Wealth offers tailored financial planning to help you achieve the best from life. Financial planning is a process that helps you make sensible decisions about money. It covers aspects of personal finance such as planning for your future using tools such as cash flow modelling, retirement planning, inheritance and succession planning and tax planning. We embrace the drive towards a more sustainable world and strive for ways to take meaningful steps as a business and for you. AAB Wealth uses a data-driven approach to evaluate companies on sustainability issues, the impact of which can be measured and reported - systematic environmental, social and governance (ESG) investing.

Sell-side advisory services to sell your business - Kreston Reeves

Visualising your financial future using Lifetime Cash Flow Modelling is a key component of the AAB Wealth service

Working together with you, specialist advisers use cash flow modelling to explore different events or lifestyle choices, and you can see the potential influence that these might have on your finances over the long term. This will support you in making informed decisions and understand any potential impact these might have on your cash flow over the long term.

Lifetime Cash Flow Modelling is provided as part of a detailed financial plan. It can answer questions such as:

  • Can I afford to retire at 60, or at least reduce work commitments?
  • How can I help my children, or grandchildren save for their first home or go to university?
  • If I did retire early, how long would we be able to maintain our desired lifestyle? Would I run out of money?
  • What level of growth do I need my portfolio to produce to meet my plans in retirement?
  • How do I pass wealth on to my family without jeopardising my lifestyle and financial security?

AAB Wealth is committed to ensuring that clients have confidence in their financial future.

Testimonials

This was the first time I’d actually sat down with someone and they’d asked me how I wanted to spend my money when I’m 90! It made me think in a whole new way about how to sell my business and the need to plan my retirement… There’s also a feeling of safety from working with AAB Wealth. Now we have overall peace of mind… it all just happens without you having to worry about it.

Alan, financial planning client

I wanted a personal touch and face-to-face interaction. When making big life-changing decisions… Working with AAB Wealth has helped me overcome the uncertainty that came with retiring early – not just from a financial point of view, but emotional too.

Don, financial planning client

AAB Wealth have consistently gone above and beyond for us…. always there, and was always really good at coming back to us quickly… Now, we have a high degree of confidence and reassurance, as we set out on our retirement.

Dave, financial planning client

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Meet the financial planning team

Simon Reynolds (AAB Wealth)

Simon Reynolds (AAB Wealth) FPFS, BSc (Hons)

Financial Planner

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    Jennifer Hampton (AAB Wealth)

    Jennifer Hampton (AAB Wealth) DipPFS

    Financial Planner

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      • yes I have read the privacy notice and am happy for Kreston Reeves to use my information






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      Flynn Gray (AAB Wealth)

      Flynn Gray (AAB Wealth) DipPFS

      Financial Planner

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      Email Flynn

        • yes I have read the privacy notice and am happy for Kreston Reeves to use my information






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        AAB Wealth accreditations

        © Copyright Kreston Reeves LLP [2026]. All rights reserved. Regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales (ICAEW). Kreston Reeves LLP is a Limited Liability Partnership registered in England and Wales with registered number OC328775. Kreston Reeves Audit LLP is registered to carry on audit work by the ICAEW. Kreston Reeves Audit LLP is a Limited Liability Partnership registered in England and Wales with a registered number of OC306454. Kreston Reeves Private Client LLP is regulated for a range of investment business activities, by the ICAEW reference number C002168789. Kreston Reeves Private Client LLP is a Limited Liability Partnership registered in England & Wales with registered number OC342713. Seeker Probate Services LLP is licenced by the ICAEW to carry out the reserved legal activity of non-contentious probate in England & Wales, reference number C011009344. Seeker Probate Services LLP is a Limited Liability Partnership registered in England & Wales with registered number OC460115. All entities registered office is: 2nd Floor 168 Shoreditch High Street, London E1 6RA.

        Kreston Reeves is part of the AAB group, a full list of operational entities in the group can be found here. AAB Wealth Ltd (SC386504) is registered in Scotland, and the registered office address is Kingshill View, Kingswells Causeway Prime Four Business Park, Kingswells, Aberdeen, AB15 8PU. AAB Wealth Ltd is authorised and regulated by the Financial Conduct Authority (608548).

        The Financial Ombudsman Service is available to settle complaints between individuals and financial services businesses that they are not able to resolve themselves. For full details of the Financial Ombudsman Service please visit the FOS' website.