Scottish financial planning firm expands into North of England with key appointment

Ian Campbell, Director and Chartered Financial Planner at AAB Wealth, Tom La Dell, Chartered Financial Planner at AAB Wealth, Andrew Dines, Director and Chartered Financial Planner at AAB Wealth and Vikki Venerus, Operations Director at AAB Wealth.

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AAB Wealth is expanding its operations in the North of England with the appointment of a Chartered Financial Planner based in Leeds.

As part of the tech-enabled business critical services group, AAB, AAB Wealth covers all aspects of personal finance, pension savings and retirement planning.

Newly appointed Chartered Financial Planner, Tom La Dell has more than 16 years’ experience in financial planning and has previously held positions at BHP and Hentons. Tom is the sixth Chartered Financial Planner to join the AAB Wealth team since the firm was established in 2011.

In November 2021, Leeds based accountancy firm Sagars merged with AAB to further enhance the depth and breadth of services that the Group provides to businesses and individuals across the UK. Tom will be based in the Sagars office on St Paul’s Street in the heart of Leeds.

Andrew Dines, Director and Chartered Financial Planner at AAB Wealth said: “Welcoming Tom to our team is another key milestone for AAB Wealth. We are already well-established in our Scottish heartlands, and we’re delighted to grow our service offering across the North of England.”

Tom La Dell, Chartered Financial Planner at AAB Wealth added: “It’s fantastic to be part of the AAB Group’s expansion into Yorkshire, and I’m really excited to introduce AAB Wealth to our clients. Having always been a big believer in a client-centric, evidence-based approach to financial planning, I am looking forward to helping individuals and families with their financial planning and specialist tax advice.”

AAB Wealth now have Chartered Financial Planners based in offices in Aberdeen, Edinburgh, Leeds and Belfast.

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