Claire
Marston

Financial Planning Associate

LinkedIn

WHO I HELP

We help a broad range of clients. These include clients who are working, saving for retirement and raising children. We support clients who are transitioning from working into retirement. We also support those clients who are no longer working, and are instead drawing down on the funds that they have worked hard to build up and are thinking about leaving a legacy for their loved ones.

HOW I HELP

I help our clients by explaining and illustrating the advice that they receive, ensuring that they understand why our recommendations improve their financial situation. This is important as it gives them piece of mind and removes the stress of managing their finances.

“Reducing uncertainty by providing clarity quickly and directly.”

Claire Marston is a Financial Planning Associate in our AAB Wealth team. Her day-to-day role involves preparing reports and cashflow models that explain and illustrate the recommendations made by the Financial Planners to their clients. Additionally, she is a point of contact for clients to provide support and answer their queries.

KEEPING CLIENTS IN MIND

“I think clients expect honesty and efficiency. They expect me to deliver what I’ve promised and to keep them updated along the way by explaining the process and guiding them. They want me to answer any queries that they have quickly and directly, to provide clarity on anything they feel uncertain of.

The relationships that I build with clients in my role have always been the most satisfying part of the job for me, especially when I am able to help them with a problem or put their mind at ease in relation to their finances.

I always approach work with the client in mind, ensuring that they receive what they expect and efficiently.”

LIMITLESS OPPORTUNITY

“AAB is a great place for professional development. I’m excited to complete my chartership and to train to be a Financial Planner. Some people assume that financial services is an ‘old boys club’ and is resistant to change, but AAB is constantly changing and evolving and it’s very exciting to be part of. It feels like there’s limitless opportunity.”