WHO I HELP
Private Individuals. Business Owners. High Net Worth Individuals. Investment clients.
HOW I HELP
I help clients arrange and prepare for their review meetings, issuing any paperwork that we may need and answering any related or other queries they may have. I also maintain client records to ensure we have accurate and up-to-date information.
“WE WORK TOGETHER TOWARDS THE SAME GOAL”
Fiona Macdonald is a Client Service Support in our Wealth team. Based in our Aberdeen office, Fiona works in an admin role to the Financial Planners and overall team. Her role involves contacting clients to arrange review meetings, preparing the review pack and requesting any necessary paperwork or information required for the meeting.
Fiona also assists clients with any queries or requests, both by email and telephone. She helps maintain up to date information regarding client investments, protection plans, and pensions, and is involved in processing transactions on behalf of clients such as withdrawals, regular deposits, ISA subscriptions and more.
RELATIONSHIPS BUILT ON TRUST
“An ideal relationship involves good lines of communication where we can build a relationship over time to establish and maintain their ongoing needs whilst being friendly and professional. It’s essential they feel confident in the service we provide and comfortable in their relationship with us.
Some people are wary of contacting a Financial Adviser and hear stories in the media of people losing their life savings or pension, which is a pity if it prevents them from seeking advice and expertise that they could benefit greatly from. Sometimes, a client has had a bad past experience that caused great distress both financially and emotionally, but we take the time to find out exactly what they need and rebuild a trusting relationship, where we work together towards the same goal.”
SHARING A WEALTH OF KNOWELDGE
“I hope clients feel I’m easily contactable with any query, large or small. They expect me to answer queries, action requests, respond to emails and be knowledgeable and accurate in the information that I provide.
I enjoy the interaction with clients when they come into the office for review meetings or contact via telephone or email. Also, getting to know them over time and seeing their lifestyle plans progressing. I work with a friendly team who support and help each other, and I find by exchanging information and ideas with colleagues this benefits me in my role and adds to my knowledge.”
ABILITY TO ADAPT
“As my role is mostly admin based, I consistently look for ways to improve efficiency which benefits our clients or my colleagues. The firm’s ability to adapt and have online meetings has been very useful to maintain contact and ongoing relationships with clients.
Face-to-face contact is still very important but being tech-enabled means that we’re able to offer meeting options that suit the client. Some are not so comfortable with technology, whilst others are very familiar with using Zoom or Teams and are happy to have a meeting without leaving their workplace or home. The use of technology such as electronic signature, online applications and uploading of documents to provider portals is a great thing and has helped to speed up the processing of paperwork.”
EXCITING FUTURE AHEAD
“I am just starting my role with AAB Wealth and look forward to expanding my knowledge and experience and getting to know the wider team. I’m excited to be part of their continued growth and ongoing success. Personally, I’m conscientious in my work and always strive to be willing, enthusiastic and progress in my career, ultimately to give my best, whether that be providing a good service for a client or being open to learn and expand my knowledge.”