WHO I HELP
We provide financial advice to a wide variety of people, ranging from individuals and couples to a business owners and retirees, all looking to arrange their finances in the most tax efficient way.
HOW I HELP
We help clients to plan for the future, no matter what life stage they are at, giving an insight into what the clients financial outlook may be, with cash flow modelling, and tax efficiently planning, to avoid shortfalls and/or pass their wealth onto their family.
“CLIENTS CAN CONTACT US WHENEVER THEY WANT, FOR WHATEVER THEY NEED.”
Cally Urquhart is part of our Client Service Support team. Based in Aberdeen, Cally provides support to the Financial Planners and Financial Planning Associates in all aspects of a client’s journey, to help ensure clients have a smooth experience with us at AAB Wealth.
Cally assists the wealth team by gathering information on client’s existing policies, liaising with product providers, preparing paperwork ahead of any transfers or contributions, and arranging documentation packs ahead of the client meeting with their planner.”
RELATIONSHIPS BUILT ON TRUST
“Clients expect us to help set realistic financial goals and for the process to run smoothly. Trust and open communication between us and the client are essential to a good client relationship. We aim to provide the best service possible by getting to know you, your personal circumstances, and the goals you have for the future.
Clients can contact us whenever they want, for whatever they need. Having this open line of communication builds trust between our team and the client, therefore building a great relationship to work off and making it easier for us to understand and achieve the client’s goals.”
“The most satisfying part of my job is knowing that we get to help make a client’s life easier by taking the stress off individuals, and planning for whatever they need and want, as and when they want it.
We can offer our services in multiple different ways, whether that be face-to-face in the office, at a client’s home, or online through Microsoft Teams. It is completely down to the client’s preference and what works best for them at the time. Offering a variety of meeting options allows us to accommodate the different needs of our clients and remain flexible in our offerings, therefore enhancing the client experience.”
“I am excited to see what both the Group, and AAB Wealth do in the future. They have a great team culture of innovation and striving to always provide the best service. The opportunities are endless and will only increase with the growth of the company. I hope to gain more knowledge and become a Financial Planner at AAB Wealth and see where the journey takes me.”