Jack Swan joins rockwealth Aberdeen financial planning team
Jack Swan and Lloyd Davies
Chartered Financial Planner Jack Swan has joined the rockwealth Aberdeen team.
Mr Swan moves to the firm’s Neo House office after seven years at AAB Wealth, becoming the fourth member of the local team.
The appointment will strengthen support for existing client families and allow the firm to meet growing demand. Rockwealth Aberdeen has seen steady growth from referrals and new enquiries across north-east Scotland since it began trading in March 2022.
Director Lloyd Davies said: “Jack has had a great grounding at an excellent firm, is extremely well qualified and brings a rare blend of experience and longevity to the role of Financial Planner.
“We expect he will go on to deliver excellent client outcomes for years and decades to come and we are delighted that Jack chose to make rockwealth Aberdeen the home for the next chapter of his journey.”
Mr Swan said: “Joining rockwealth Aberdeen marks an exciting new chapter in my financial planning career. I’m thrilled to work alongside Lloyd, the talented team here in Aberdeen, and the wider rockwealth network.”
He added: “I was drawn to the business by its unwavering commitment to client service and long-term planning – helping clients gain confidence and clarity for their financial future. I’m excited for what lies ahead for rockwealth Aberdeen.”



