Who I help
I support a wide range of clients from individuals and families, to couples and business owners who are looking for guidance on how best to manage, grow, and protect their financial future.
How I help
I work closely with our Financial Planners and Planning Associates to ensure everything behind the scenes runs smoothly. From preparing for client meetings to managing paperwork, updating records, and handling transactions, I make sure every detail is taken care of, so our clients can focus on what matters most.
“Focused on helping clients achieve their financial goals”
Emma Catto is a member of the AAB Wealth Client Service Support team based in our Aberdeen office. With a calm and considered approach, Emma supports the delivery of a high-quality service at every stage of our clients’ financial planning journey. Whether coordinating key paperwork, responding to queries, or managing information, she plays a vital role in making financial planning feel effortless and well-organised, giving clients the confidence and clarity they need to focus on their goals.
Clear communication and genuine care
“I believe the best client relationships are built on strong communication, trust, and mutual respect. For me, it’s important that clients feel confident in the service they receive and feel comfortable reaching out to us whenever they need support, to ask any questions or address any worries or concerns.
My goal is to create a partnership with clients where they feel heard, valued, and well looked after.”
A service clients can depend on
“Clients expect a personalised, transparent, and efficient service. They want to know that their financial information is being handled accurately and with care. I make it a priority to keep everything well-organised, respond promptly to requests, and offer clear updates along the way. My job is to take care of the details so clients can focus on making informed decisions that support their long-term goals.”
Strength in collaboration
“I really value the collaborative nature of our team here at AAB Wealth. We all bring different strengths to the table, and by working closely together, we’re able to deliver an exceptional service to our clients. It’s incredibly satisfying to support clients through key milestones in their financial planning journey. Whether that’s preparing for retirement, planning for their family’s future, or simply reducing financial stress in their lives, it’s why I do what I do, and to know that I’ve played a part in that success makes it all worthwhile.”
Mixing people with technology
“While I do believe technology plays an important role in streamlining our processes and making things more convenient, the human touch is just as vital as financial planning is such a personal journey.
I adapt my approach depending on what each client needs, whether that’s face-to-face meetings or efficient virtual updates. The key is finding the right balance with every client to help build trust and deliver the best service possible.”
Client-centric approach
“This value runs through everything we do at AAB Wealth. It’s not just about giving great advice, it’s much more than that. To me, it’s about delivering a truly personal experience and going the extra mile to help clients feel confident and secure in their decisions. I always strive to work collaboratively, share ideas, and support my colleagues to achieve the best outcomes for our clients.”
Strength in approachability
“I bring a calm, friendly, and approachable energy to the team. My clients and colleagues know they can count on me to be clear, considerate, and responsive, and I am someone they can depend on. I love to help wherever I can, and I believe that by creating a positive and supportive environment, we can achieve more, together.”
Excited for what’s ahead
“I’m really inspired by the growth and innovation happening at AAB Wealth. As we expand, I’m excited about the opportunities to develop my own skills and take on new challenges. There’s a real energy in the team, and I’m looking forward to continuing to grow with the business, but most importantly, continue to contribute to our clients’ success.”
