New Recruits For Anderson Anderson & Brown Wealth Ltd

AAB Wealth, Chartered Financial Planners, have appointed two new members to its team, in response to client demand for its services. Wendy Fleming and Vikki Venerus, both formerly of local financial planning firm Fleming McDonald, are based at AAB’s Queens…

News28th Feb 2011

By Sarah Simpson

AAB Wealth, Chartered Financial Planners, have appointed two new members to its team, in response to client demand for its services. Wendy Fleming and Vikki Venerus, both formerly of local financial planning firm Fleming McDonald, are based at AAB’s Queens Road offices.

Wendy Fleming, a financial planner, began her career in 1989 with the Royal Bank of Scotland. In 2002 she qualified as a financial planner advising clients on all aspects of their finances including protection, wealth management and retirement planning. In 2010 she completed the Diploma in Financial Planning and is on course to attain Chartered Financial Planner and Certified Financial Planner status by the end of 2011.

Vikki has many years experience within the Financial Services Industry, having worked in retail banking for eight years before moving to an IFA firm as PA to the Principal. Vikki takes up the role of Client Services Support within AAB Wealth assisting at various stages of the financial planning and advice process.

The new team is jointly headed up by Directors Paul Lothian and Jonathan Gibson, who are both Chartered Financial Planners as well as being holders of the Institute of Financial Planning’s CFP licence. Fewer than 5% of all UK financial advisers are as well qualified.

Paul Lothian commented “This is a time of great opportunity for quality financial planning, and AAB is a well respected and highly successful firm in the area. We will offer a highly professional and comprehensive proposition, on a fee-for-service basis, free from any bias, and quite properly regarding any commission arising from all and any financial products as belonging to the client.”

Aberdeen’s largest independent firm of Chartered Accountants, has announced the appointment of a new Senior Manager to their Accounting Outsourcing division.