0330 038 8939
Based in Belfast
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alastair is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alastair's status
Last checked: 11 April 2025
Alastair is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alastair's status
14
Recent Client Reviews
Alastair has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alastair has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Alastair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Alastair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alastair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alastair has provided information on their typical fees
Alastair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alastair (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Alastair
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alastair (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alastair is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alastair's status
Last checked: 11 April 2025
Alastair is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alastair's status
14
Recent Client Reviews
Alastair has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alastair has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Alastair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Alastair has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alastair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alastair has provided information on their typical fees
Alastair has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alastair (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Alastair
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alastair (based on 3 first impressions)
I am a Chartered Financial Planner and qualified pension transfer specialist at AAB Wealth, UK Chartered Financial Planning firm of the year 2023, as awarded by the leading professional body withing Financial planning and Advice, the Personal Finance Society. I am passionate about working closely with individuals to create holistic financial plans focused on their individual goals and objectives. We want to make sure that you don't work longer than you need to, don't take more investment risk than you need to, and don't pay more tax than you need to. The lifetime cash flow model we build and refine as part of your financial plan helps you make decisions today, with clarity over the impact they will have on your financial future. At AAB Wealth you will benefit from a Nobel Prize winning investment approach which is not based on speculation, but has been designed specifically to capture efficiently the returns of capital markets. This is referred to as evidence based investing and our aim is to maximise returns without you taking unnecessary risks or paying unreasonable costs. We only work with clients with whom we can truly add value and have strong, close and long-term relationships. Our service involves no tie-in periods, so you can easily cancel if required. But our aim is to impress by giving your peace of mind so that you can live life to the full without being concerned about money.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alastair's clients
Based on responses provided by clients who have reviewed this adviser
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