Fintan
McKenna

WHO I HELP

Wide range of clients, from individuals and couples planning for retirement to business owners and those looking to build and protect their wealth.

HOW I HELP

Financial planning, cashflow modelling, retirement planning, investment and pension planning, developing financial strategies, reviewing changing circumstances and providing ongoing guidance to help clients make confident decisions about their future.

“Putting our clients’ best interests first.”

Fintan McKenna is a Financial Planner based in our Aberdeen office, he works closely with clients to understand what they want to achieve with their money and what they want their future to look like. He helps bring together the different aspects of their finances, providing clear, practical guidance to help them make informed decisions and feel confident about their financial future.

AN IDEAL RELATIONSHIP

“An ideal relationship with our clients would centre around clear communication and trust. Our clients put a lot of trust in AAB Wealth, and as such they should feel that they are able to come to us with any question or concern, big or small. It is our job from there to make sure clients know that they will receive clear, consistent advice that always puts their best interests first.

I find so much of the work we do directly with clients rewarding. Being able to see clients face to face, the tangible impact of what we do as a team is constantly evident. We get to see how our advice has helped our clients in any range of circumstances, from earlier retirements, to house deposits, to even paying for the holiday of a lifetime.”

A DIFFERENT PERSPECTIVE AND COLLABORATIVE CULTURE

“My academic background is in investment management and portfolio construction. I feel this allows me to bring a slightly different perspective to the team. The financial markets can be a confusing and even intimidating subject for some, so having an ability to understand and explain them will always be valuable. That makes the team at AAB Wealth so great, everyone brings something different to the table. There’s a real culture of sharing knowledge and learning from one another, with each person’s experience and expertise helping to strengthen the team as a whole.”

EVER-INCREASING OPPORTUNITIES

“I started my career at AAB as a graduate, so I’ve been able to see first-hand the opportunities available to develop and progress within the firm. The support and encouragement I received throughout my career played a big part in helping me build my knowledge, gain experience and ultimately qualify as a Financial Planner.

Now that I’m working as a Financial Planner, I’m excited to continue developing my career while helping more clients understand their finances and plan for the future. As AAB continues to grow, I’m looking forward to the opportunities this will bring to work with a wider range of clients and help more people achieve their goals and financial freedom.”