Eight Advisory UK Team provided financial due diligence to August Equity portfolio company AAB as part of its acquisition of Wealthflow Group

Wealthflow is a specialist financial planning company based in Edinburgh with extensive experience in medical negligence and injury settlements. The services combine independent institutional investment advice and advanced financial planning, underpinned by life transition coaching.  

AAB Wealth (a subsidiary of AAB Group) specialises in the provision of personalised wealth management and financial planning services, offering a range of services including investment management, retirement planning, tax-efficient strategies, and estate planning. AAB Wealth was awarded PFS Planning Firm of the Year accolade for 2023 and was recently announced as a top-rated firm for 2024 by VouchedFor, the UK’s leading review site for financial planners and advisers.  

The acquisition of Wealthflow marks a significant milestone in AAB Wealth’s growth journey, bringing assets under advice (AUA) to over £1bn. The acquisition strengthens AAB Wealth’s position as a leader in the financial planning sector, providing clients across the UK with an enhanced range of services to meet specific and complex financial needs.  

Eight Advisory team members supporting this transaction:  

• Financial due diligence: Rupert Templeman (Partner), Jacob Osborne (Senior)