WHO I HELP
Private individuals. Families. Couples. Business owners. Trustees.
HOW I HELP
Financial planning. Technical analysis. Product research. Compliance review. Cashflow modelling.
“THE TECHNICAL MIND BEHIND QUALITY FINANCIAL PLANNING.”
Fiona Taylor is a Financial Planning Associate based in Edinburgh, supporting our clients with clear, precise and highly personalised financial planning. Her role combines detailed technical research, in-depth product analysis, compliance checks and collaborative planning with financial planners to ensure every recommendation is robust, compliant, and tailored to each client’s unique needs.
She works with a broad range of clients from individuals and families to business owners and trustees, helping them to manage, grow, and protect their financial future. Fiona takes pride in turning complex data into clear, actionable strategies that give clients the clarity and confidence they need to make life’s big decisions.
A CAREER FOCUSED ON SOLUTIONS AND IMPACT
“I’ve always had a strong desire to help people achieve their financial goals and create the solutions that make them possible. Financial planning is the perfect mix of technical problem-solving, detailed research, and relationship building. I enjoy working behind the scenes to craft strategies that make a real difference, using my analytical skills to ensure clients not only receive a great plan today, but a plan that adapts to their lives over time.
For me, it’s not just about numbers, it’s about helping people realise aspirations they may not even have thought possible.”
BUILDING TRUST THROUGH COMMUNICATION AND CARE
“Strong client relationships are built on trust, transparency, and consistency. I make sure clients know that I genuinely care about their needs and will always do what is right for them, the first time. That means listening actively, understanding their goals in depth, and sometimes recognising their aspirations before they do.
The best relationships grow from open communication, being available, tailoring how I communicate, and making sure clients know they can rely on me to follow through is important to me. It’s what turns a one-off interaction into a long-term partnership.”
THE REWARD OF SEEING IT ALL COME TOGETHER
“One of the most satisfying aspects of my work is being a detective, piecing everything together, finding the right solution, and seeing the relief and peace of mind it brings to clients. That moment when everything clicks, and they can see they are on track to meet their goals, is what makes all the research, analysis and planning worth it.
AAB Wealth is also in an exciting period of growth. Joining a team that is both collaborative and supportive, while also forward-thinking, means there’s a real sense of purpose. Everyone here is invested in helping clients achieve their goals and in supporting each other to deliver exceptional outcomes.”
NAVIGATING A COMPLEX AND CHANGING LANDSCAPE
“The biggest challenge in my specialist area is the constant change in legislation and the wider financial landscape. We need to be proactive and anticipate changes that could directly or indirectly affect our clients. That means staying informed, regularly reviewing strategies, and ensuring every piece of advice is accurate and up to date.
Another misconception I’d like to challenge is the idea that paraplanning is just a stepping stone to becoming a financial planner. In reality, it’s a highly technical, analytical and strategic role. We interpret complex data, research products and tax implications, and ensure every recommendation is compliant and effective. We are a core part of shaping the advice that enables clients to achieve their goals.”
STRENGTHS THAT MAKE A DIFFERENCE
“I bring patience, empathy, and the ability to see each situation from multiple perspectives. This helps me ensure that our financial plans genuinely reflect each client’s needs, values, and objectives. Every client is unique, and I approach each one with the same dedication and attention to detail.
I’m also excited about how technology, especially AI, will continue to evolve in our industry. Used well, it can streamline compliance and research processes, giving us more time to focus on what matters most, building strong relationships and delivering tailored, impactful financial planning.”
