The financial planning arm of Anderson Anderson & Brown (AAB) has marked its ten-year anniversary by reaching 400 clients – and assets under advice (AUA) of more than £400 million.
Anderson Anderson & Brown Wealth noted its year-on-year growth in AUA since its launched in 2011, having grown to a team of 20 from four, operating across Scotland, with advisors based in Aberdeen and Edinburgh.
The division says it brings together financial planning and specialist tax advice, enabling clients to have all of their affairs aligned.
AAB chief executive Graeme Allan said: “There have been many standout moments for our wealth team in the last ten years, and it’s great to be able to reflect back on these at the same time we reach two very key milestones.
“We help individuals and families plan for the future with confidence, which has undoubtedly been challenging in the last year, with volatile world markets widely reported. However, we are pleased that our diverse rules-based approach to investing, focusing on each unique financial planning journey, and preparing a long-term strategy, has helped our clients navigate some of these challenges.
“Looking ahead, our team will build on the success we have achieved in the last decade, whilst continuing to enhance our services to meet our clients’ needs, develop our team and grow our business.”
AAB provides audit and accounting, tax, payroll and HR, outsourcing and advisory services globally. It has 280 staff, including 18 partners, turns over about £25m, and other divisions include Anderson Anderson & Brown Consulting and joint venture audit company John F Daly Associates.