AAB WEALTH, a leading independent financial planning firm, has announced its expansion into Northern Ireland with the appointment of Chartered Financial Planner, Alastair Moore, following the recent merger of AAB Group with FPM.
Alastair, originally from County Down, Northern Ireland, previously worked for AAB Wealth for 5 years in Aberdeen before leaving to relocate home to Northern Ireland.
Earlier this year AAB Group announced a merger with a leading all-Ireland independent accountancy and business advisory firm, FPM. FPM has a team of over 120 people across 5 locations in Belfast, Dublin, Dungannon, Mallusk and Newry.
The merger has created the opportunity for AAB Wealth to expand their service offering to cover Northern Ireland and as a result, they welcome Alastair Moore back to the AAB Wealth team.
Andrew Dines, Director & Chartered Financial Planner at AAB Wealth, said: “We are delighted to be welcoming Alastair back to our team. We are well-established in Scotland and look forward to developing our client base across Northern Ireland with Alastair back on-board.”
Alastair Moore, Chartered Financial Planner, added: “I am really looking forward to re-joining the AAB Wealth team and working closely with my new FPM colleagues across their offices. Growing the AAB Wealth business across Northern Ireland is an incredibly exciting opportunity and I can’t wait to introduce our service to clients here, partnering with them to plan and achieve their unique personal and financial goals.”
Paddy Harty, Private Client Partner at FPM, said: “We are thrilled to welcome Alastair in-house, bringing with him the vast skills and strength of AAB Wealth to the people of Northern Ireland. Alastair will be an invaluable asset to both our clients and local business owners, entrepreneurs and professionals in Northern Ireland, who have experienced a boost in personal wealth, estimated at £11bn, as a direct result of personal savings during the pandemic.”
Financial planning is a process that helps individuals make sensible decisions about money to achieve the best from life. It covers all aspects of personal finance, everything from pension planning to savings, retirement planning to investments. Put simply, it protects the wealth our clients have worked so hard to achieve. The team at AAB Wealth have developed skill, insight and understanding to financially maximise a client’s business into a legacy for future generations, while simultaneously structuring investments to boost return and keeping tax to a minimum.
A full list of services on offer are available at www.aabwealth.uk/