Financial Advisors in Bishopbriggs

Trusted Financial Advice Glasgow

AAB is a professional services firm in Bishopbriggs, serving individuals and businesses seeking expert wealth management and advisory services. Our partner-led teams provide tailored guidance across tax, trusts, and family investment strategies, ensuring clients can achieve their financial goals with confidence. By combining technical expertise with a personal approach, we focus on delivering sustainable, long-term value for each client.

We believe that great financial planning starts with listening. That’s why we focus on your personal goals, priorities, and values before creating a tailored plan designed to help you achieve the best from life. 

As part of the wider AAB Group, we’re uniquely placed to offer a fully joined-up service. Our financial planners  in Glasgow work hand-in-hand with expert accountants, tax specialists and business advisors every day. This means your finances, tax planning, and investments can all be managed under one roof, giving you a complete picture of your financial future and the peace of mind that every detail is covered. 

 

Andrew dines, head of aab wealth 

“Fundamentally, my work is all about offering support through life-changing events – and all the tax planning, legacy planning, and investment management that goes with it.” 

As experienced financial planners in Bishopbriggs, we provide expert financial advice in Glasgow to help you build, protect, and grow your wealth. Our team focuses on creating personalised strategies for your investments, retirement and long-term goals – helping you make the most of the financial opportunities that Glasgow’s dynamic economy has to offer. 

Meet the bishopbriggs team

What We Do at AAB bishopbriggs

Based in Bishopbriggs, our Glasgow wealth planners provide clear, practical financial advice in Glasgow to help you make confident decisions about your future. From planning your financial goals to retirement, inheritance, succession, and tax planning, we combine expert knowledge with a personal approach – ensuring your wealth works hard for you and your family. Discover our services: 

• Planning my financial future 
• Retirement Planning 
• Inheritance and succession planning 
• Tax Planning 
• Private Clients & High Net Worth Individuals 

Get in touch today

 

How Our Glasgow Wealth Planners Help Clients Achieve Their Goals 

At AAB Wealth Bishopbriggs, we measure success by the difference we make to our clients’ financial futures. Our Glasgow wealth planners have helped individuals, families, and business owners strengthen their finances, plan and achieve lasting peace of mind. Explore our case studies to see how we’ve supported clients across Glasgow and beyond. 

“I was about a year from retirement when I approached AAB Wealth. This was my first time using a financial adviser, so it felt a bit like a stab in the dark, but I was impressed from the get-go.  Now that I’m finally retired, I get to do the things I enjoy.”

Read Bob’s Story on how AAB helped him with pension transfer and planning. 

 FIND OUT WHAT FINANCIAL ADVICE FROM AAB LOOKS LIKE

Proud of Our Local Roots 

Through our charitable initiative AABIE, we’ve worked with charities local to Bishopbriggs, supporting causes that matter in our local community. In 2025, we pledged over £24000 to charities in and surrounding Glasgow, including Glasgow & Clyde Rape Crisis, Home-Start Glasgow and North Lanarkshire and The Jeely Piece Club.

 

AAB bishopbriggs Office 

Opening hours  

• Monday – 9.00am – 5.00pm 
• Tuesday – 9.00am – 5.00pm 
• Wednesday – 9.00am – 5.00pm 
• Thursday – 9.00am – 5.00pm 
• Friday – 9.00am – 5.00pm 
• Saturday – Closed 
• Sunday – Closed 

Lets’ Talk today

Vacancies 

Looking for your next challenge? See the latest vacancies at our Bishopbriggs office.