WHO I HELP
I assist a diverse range of clients, including private individuals, couples, business owners, investment clients, and retirees. Each client brings unique financial expectations and goals, which allows me to gain exposure to a broad spectrum of financial planning scenarios.
HOW I HELP
I provide comprehensive support to clients throughout their journey. This involves assisting both Financial Planning Associates and Financial Planners by ensuring they have the necessary information to carry out their responsibilities effectively. My responsibilities encompass various tasks, from gathering client information to liaising with product providers and preparing documentation for contributions or transfers.
“PROVIDING PERSONALISED SUPPORT AT EVERY STAGE OF YOUR JOURNEY.”
Alfie Fraser is part of the Client Service Support team. Based in Aberdeen, his role is instrumental in ensuring that clients receive a seamless and exceptional service. Alfie works closely with Financial Planners and Financial Planning Associates to gather, organise, and maintain crucial client information. This meticulous attention to detail ensures that when clients engage with our team, they benefit from a well-informed and tailored approach.
Additionally, he assists in preparing documentation and facilitating the administrative processes necessary to execute financial plans effectively. By ensuring that all the necessary groundwork is in place, Alfie contributes to the overall quality and efficiency of the service our clients receive. This means that when clients interact with our team, they can have confidence that their financial well-being is being managed with precision and care.
BUILDING LASTING RELATIONSHIPS
“An ideal client relationship is built on trust, open communication, and a deep understanding of their individual needs and financial goals. It involves providing personalised support at every stage of their journey, ensuring they feel confident and secure in our services.
One of the greatest strengths I bring to AAB Wealth is my communication skills and friendly demeanour. I firmly believe that effective communication is the cornerstone of building trust and understanding with clients. I make it a priority to ensure that clients feel comfortable discussing their financial matters. Additionally, my friendly disposition allows me to connect with clients on a personal level, which I believe is essential in providing tailored and meaningful financial advice.”
WE HAVE YOUR BEST INTERESTS AT HEART
“Clients expect a high level of professionalism, transparency, and expertise. They rely on us to offer tailored financial advice to address their specific circumstances. They also anticipate efficient communication and a seamless experience, knowing that we have their best interests at heart.
A common misconception I’ve come across is the belief that financial planning is solely for those reaching the end of their working life and retirement. In reality, it’s a valuable service for individuals at all stages of life. It’s crucial to educate people about the benefits of professional financial advice and how it can positively impact their financial well-being.”
HELPING YOU ACHIEVE YOUR GOALS
“The most satisfying aspect of my role is being able to witness our client’s financial progression and knowing that we’ve played a pivotal role in making their lives easier and more secure. It’s fulfilling to see them achieve their goals and navigate uncertain times with confidence.
Collaborating with colleagues is equally rewarding. The supportive and sociable team culture fosters stronger relationships, allowing us to deliver a more comprehensive service. The exchange of knowledge and ideas among colleagues enhances our collective expertise, benefiting both the team and our clients.”
A PROACTIVE AND BALANCED APPROACH
“I approach my role with a determination to continuously improve and find more efficient ways to support clients and colleagues. I’m assertive in seeking out opportunities to enhance our services and ensure our clients receive the best possible advice and assistance.
Technology enables us to provide clients with a service that suits them. A balanced approach is key. Utilising tech-enabled solutions, such as virtual meetings and online platforms, allows us to have the flexibility and accessibility to meet our clients’ individual preferences and circumstances.”
OVERCOMING CHALLENGES
“One of the main challenges is ensuring that each client’s unique needs are addressed effectively. To overcome this, we adopt a meticulous approach, gathering detailed information and utilising advanced tools to provide tailored recommendations. Regular communication and proactive monitoring help us stay aligned with our clients’ evolving financial goals.”
A WEALTH OF KNOWLEDGE AND EXPERTISE
“I’m excited to further develop my knowledge and expertise, and to contribute to the ongoing success of AAB Wealth. I aim to provide the highest standard of service and continue learning to better serve our clients.
As for AAB, the potential for growth and the opportunities that come with it are particularly thrilling. The dynamic and innovative environment within the firm positions us to continue providing exceptional financial services to an even broader client base.”
COLLABORATION IS OUR SUPERPOWER
“The value of collaboration deeply resonates with me and strongly influences how I approach my role. Recognising that no individual has a monopoly on knowledge, I actively seek out opportunities to collaborate with my colleagues. By working together as a cohesive team, we leverage our collective strengths, skills, and perspectives to provide the best possible service to our clients.
This value encourages an environment where we challenge assumptions, welcome diverse viewpoints, and celebrate the richness of our backgrounds and experiences. It reinforces the idea that our combined efforts far exceed what any one of us could achieve alone, ultimately benefiting our clients and contributing to the success of the business.”
