WHO I HELP
Individuals. Families. Business owners.
HOW I HELP
Financial planning. Financial Analysis. Compliance.
“Building strong client relationships starts with one simple habit: I listen.”
Based in our London Crawley office, David Felton is a dedicated Paraplanner at AAB Wealth, supporting clients by preparing detailed, personalised and technical reports. With a career in financial services that began at the age of 17, David quickly discovered a genuine passion for the industry – especially the intricacies of pensions, cashflow planning, and helping people make informed decisions about their financial futures.
Over the years, David has built a broad skill set across administrative, technical and analytical roles, giving him a clear understanding of the entire client journey – from the first enquiry right through to long-term planning. Moving into paraplanning felt like a natural next step: a role that brings together his curiosity, problem-solving mindset and commitment to supporting people.
RELATIONSHIPS BUILT ON TRUST
“Building strong client relationships starts with one simple habit: I listen. To understand where you want to go, I first need to understand who you are – your motivations, pressures, concerns and the goals that matter most. Listening isn’t just good manners; it’s essential. It creates the foundation for a long-term relationship where you feel comfortable sharing your hopes, uncertainties and the decisions you’re not quite sure how to approach. When you feel truly understood, we can work together to find solutions that genuinely support your financial journey.”
CONSISTENT, CAREFUL & COMMITTED
“Throughout my years spent across administration and paraplanning, I’ve built an understanding of all sides of the process and the impact every detail has on your overall experience. I like seeing things through, solving the technical challenges and making sure everything is aligned with your goals. Whether working independently or collaborating with our team, accuracy, clarity and client benefit are at the centre of everything. My strengths stem from curiosity, commitment and a genuine desire to get things right for you the first time.”
TURNING CHALLENGES INTO PROGRESS
“One of the biggest challenges in my career has been handling urgent cases, particularly when clients need tax-free cash within tight timeframes. Sometimes market conditions or pension scheme processes limit how quickly funds can be accessed, and managing expectations while working at speed can be difficult. But challenges like this have taught me resilience, communication and the importance of doing everything possible to get clients as close as possible to what they need. These experiences shape how I work today: focused, transparent and always striving for solutions that bring peace of mind.”
MAKING A DIFFERENCE
“One of the greatest compliments I’ve received came from helping a client secure the funds they needed to take their partner on a cruise for their 40th wedding anniversary. Hearing how meaningful that trip was to them reminded me that paraplanning isn’t just about numbers, it’s about real lives, real memories, and real opportunities. These are the moments that highlight why accuracy, patience and consistent effort truly matter.”
BEING PART OF AAB WEALTH
“What stands out at AAB Wealth is the depth of knowledge within the team. I’m surrounded by paraplanners and advisers who are generous with their expertise and always ready to help. This collaborative culture means that every client benefits not just from one person’s effort, but from the collective strength of a team that cares deeply about delivering the highest level of service.”
EVOLVING WITH THE INDUSTRY
“I’m excited to continue expanding my knowledge across all areas of paraplanning – from straightforward reviews to highly complex scenarios. The industry evolves quickly, and I enjoy keeping pace with new trends, technologies and technical developments. Whether it’s cashflow modelling tools, pension strategies or new legislative changes, I’m committed to staying ahead so that every client benefits from accurate, up-to-date insight.”
LOOKING AHEAD
“What I enjoy most about paraplanning is that it never stops progressing. There’s always something new to learn, a new challenge to tackle and another opportunity to help someone move closer to their financial goals. I’m proud to play a part in that journey. With the support of AAB Wealth behind me, and a genuine passion for helping clients live the lives they want, I’m here to make the complex feel clear and to ensure your plans stay on the right track, every step of the way.”
