WHO I HELP
Private individuals. High net worth individuals. Families. Business owners.
HOW I HELP
Client experience. Financial planning. Organisational management.
“BEHIND EVERY GREAT CLIENT EXPERIENCE IS A TEAM THAT LISTENS, SUPPORTS, AND DELIVERS.”
Based in our London office, Abi Cornish is a highly skilled Senior Client Support team member at AAB Wealth, working closely with advisers and planners to make sure every client’s journey runs smoothly from start to finish. Her role involves coordinating the finer details that ensure clients feel supported and informed every step of the way, from gathering key information and liaising with providers to preparing documentation and following up on progress.
Having developed a keen interest in financial services early in her career, Abi was drawn to the client support role because it combines organisation and precision with helping people feel confident and cared for. Her goal is to make sure that each client’s experience feels seamless, personal, and stress-free.
MAKING EVERY STEP SIMPLE
“No two days are ever the same in Client Support, and that’s what keeps my role both interesting and rewarding. I work alongside our planners and paraplanners to make sure clients receive timely, accurate updates, and that their financial plans are implemented smoothly.
Behind the scenes, my focus is on the finer details – gathering key details about clients’ existing arrangements, preparing paperwork for meetings, and liaising with providers to ensure transactions are processed correctly. It’s a role that requires patience, precision, and clear communication – qualities I take pride in bringing to every task.
Ultimately, my goal is to take the stress out of the process so clients can focus on what really matters – their goals, their families, and their future.”
RELATIONSHIPS BUILT ON TRUST
“For me, building strong client relationships starts with trust and open communication. Clients come to us because they want guidance and clarity, and it’s my job to make sure they always feel supported and understood.
At AAB Wealth, we encourage clients to always reach out, whether it’s a question about paperwork or an update on their plan. That open dialogue helps us understand each client’s personal situation and long-term goals, allowing us to deliver advice and support that genuinely fits their lives.
When clients know they can contact us easily, it builds confidence. They don’t just see us as their financial planners, they see us as their partners in planning for the future.”
HERE WHEN YOU NEED US
“The best part of my job is knowing that I help make life easier for clients. Whether that means keeping them updated on progress, helping them gather information, or preparing documents for their next meeting, I take pride in removing some of the stress that can come with financial planning.
We recognise that every client is different, some prefer face-to-face meetings, others are happier with virtual updates or a quick phone call. By staying flexible and adaptable, we make sure our service fits around clients, not the other way around.
It’s rewarding to know that, in small ways every day, I help make someone’s financial journey smoother and more positive.”
BUILDING KNOWLEDGE TO BETTER SUPPORT CLIENTS
“Working in financial services has shown me just how important it is to keep learning and developing. The industry is constantly evolving, and staying up to date ensures we can continue to offer clients the best possible service.
At AAB Wealth, I’ve had the opportunity to learn from experienced advisers and paraplanners who are incredibly knowledgeable and supportive. I’m currently building on my technical understanding and broadening my skills so I can continue to grow within the company.
Long-term, I’m excited to continue developing my career here with the aim of taking on new challenges, expanding my responsibilities, and continuing to help clients achieve their goals.”
LOOKING TO THE FUTURE
“AAB Wealth has an incredible culture – one built on teamwork, innovation, and genuine care for clients. Being part of a team that constantly looks for ways to improve and evolve is inspiring. I’m excited to see what the future holds for both me and the wider group.
There’s so much opportunity to grow here, both personally and professionally. For me, success is about more than career progression, it’s about being part of something meaningful, helping clients feel more confident about their future, and knowing that the work we do every day makes a real difference.”
