Who I help
Families. Business owners. Couples.
How I help
Investment & transfer actions. Client queries. Documentation.
“PRIORITISING CLIENTS TO DELIVER MEANINGFUL OUTCOMES.”
Chloe Imrie is a Client Relationship Manager within the AAB Wealth team – providing seamless support to both clients and advisers throughout the financial planning journey. She coordinates client meetings, prepares documentation, and manages investment and transfer actions.
Working closely with our advisers and paraplanners, Chloe is the trusted day-to-day contact for clients. She keeps everything on track by coordinating actions, maintaining regular communication, and responding promptly to queries.
SATISFACTION FROM HELPING CLIENTS NAVIGATE COMPLEX CHALLENGES
“I’ve always enjoyed solving problems and working closely with people. Early in my career, I realised that I got the greatest satisfaction from helping clients navigate complex challenges.
Whether it’s providing a timely update, resolving a query quickly, or giving clients reassurance when they need it most, I enjoy making a positive difference and building trust.”
UNDERSTAND EACH CLIENT’S GOALS
“My experience has given me a strong technical foundation, but it’s also taught me that every client is different. Taking the time to listen, understand what’s important to them, and adapt my approach helps me build lasting relationships.
By communicating clearly, responding promptly, and offering practical support and reassurance, I help clients feel confident that they’re in safe hands and that their financial wellbeing is being looked after.”
ORGANISATION AND COMMUNICATION ARE JUST AS IMPORTANT AS TECHNICAL KNOWLEDGE
“One of the biggest lessons I’ve learned is that organisation and communication are just as important as technical knowledge. In a fast-paced environment, priorities can change quickly, so being proactive, staying organised, and keeping clients informed makes all the difference.
I’ve also learned that it’s often the little things that clients remember most. Taking the time to listen, remembering the details that matter to them, and following through on every commitment helps build trust. For me, accuracy, consistency and genuine care are what turn a good client experience into a great one.”
NOTHING CAN BE DONE WITHOUT CLEAR COMMUNICATION
“Nothing can be done without clear communication. Everyone’s circumstances are different, particularly for vulnerable clients, so it’s important to communicate in a way that’s clear, reassuring, and tailored to their needs.
When you put the client first from the outset, you build trust and create the foundation for a lasting relationship.”
HELPING CLIENTS NAVIGATE LIFE-CHANGING SITUATIONS
“I recently worked with clients who had won the lottery and were understandably cautious about investing such a life-changing amount of money. Rather than rushing the process, I took the time to understand what was important to them, answer their questions, and put myself in their shoes.
Regular check-ins, clear and straightforward updates, and complete transparency helped build their confidence without overwhelming them. Investing isn’t always a smooth journey, and there were times when plans had to adapt, but by being open, responsive, and honest throughout, we built a strong relationship based on trust.
Seeing their confidence grow as they became more comfortable with the process was incredibly rewarding.”
DAY-TO-DAY ADMIN HELPS DELIVER A GREAT CLIENT EXPERIENCE
“One of the biggest misconceptions about my role is that day-to-day admin is unimportant. But, in reality, delivering a great client experience relies on careful organisation, attention to detail, problem-solving, and the ability to manage multiple priorities.
While much of what we do happens behind the scenes, every document we process, every piece of new business we submit, and every client query we resolve contributes to the trust our clients place in us.
I enjoy being involved throughout the entire client journey, from onboarding through to ongoing support. Although clients may not always see the work that goes on behind the scenes, it’s incredibly rewarding knowing that those efforts help create a seamless experience and allow them to feel confident they’re in safe hands.”
EMBRACING INNOVATION AND CHANGE
“Improving the client experience is at the heart of everything we do at AAB Wealth, and that’s something I’m passionate about. One of the most exciting developments has been the introduction of our new investment platform. It’s been a significant change for the whole team, but one that’s already delivering real benefits for our clients.
I’ve enjoyed developing my knowledge of the platform and supporting clients through the transition. It gives them greater visibility of their investments and a much more intuitive digital experience – helping them feel more informed, engaged, and in control of their financial future.”
ALWAYS PUTTING THE CLIENT’S NEEDS FIRST
“I recently supported a client with a pension transfer that had to be completed before a fixed deadline to secure valuable benefits. Knowing how important the timescales were, I took ownership of the process from the outset, guiding the client through the required documentation, and proactively identifying anything that could cause delays.
By liaising closely with the provider, anticipating potential issues before they arose, and keeping the client informed every step of the way, we completed the transfer successfully and on time. It was the first time I’d managed a transfer with such a critical deadline, but it reinforced the value of being proactive, communicating clearly, and always putting the client’s needs first.”
