WHO I HELP
Private Individuals. Business Owners. High Net Worth Individuals.
HOW I HELP
Wealth Planning. Cash Flow Modelling. Financial Planning. Pension Planning. Investment Planning.
“I PROVIDE CLIENTS WITH THE REASSURANCE THEY NEED.”
Geoffrey Purcell is a Financial Planner within our Wealth team. Based in our Aberdeen office, Geoffrey joins the AAB Wealth team from Kilkee Financial Services Ltd following the groups recent acquisition to ensure a smooth transition for his clients and colleagues before he retires.
Geoffrey works with clients who need financial advice, often at the very first meeting clients feel lost, lacking in confidence and scared that “they will not have enough”. Geoffrey leads the conversations to revolve around what his client wants to achieve, when and why. Without realising it, clients set their own Financial Goals. We then collate all their existing arrangements and fit it all together into their financial plan.
“IDEAL RELATIONSHIP”
“An ideal relationship is one where there is total openness and transparency around financial affairs, and complete trust. In addition, a willingness to communicate and a desire from both parties to make the ‘business relationship’ work leads to a mutual understanding regarding expectations.”
“HELPING CLIENTS ACHIEVE THEIR GOALS“
“A highlight of my role is seeing the positive outcome from all the hard work involved in creating a financial plan. Helping clients have confidence in their financial future and the ability to achieve their goals is a great feeling for me.”
OVERCOMING CHALLENGES
“The new Duty of Care legislation brings challenges, but ultimately this is no different to what we do in practice now. Whether it’s volatile or falling markets, inflation rising and recession looming – we continue to reassure clients and remind them of their long-term goals.
Technology plays a role in helping us provide our clients with a tailored service, whilst tackling any potential location limitations. We can balance communication through face-to-face meetings and using Teams depending on the client’s preferences.”
PART OF A GROWING GROUP
“Being part of the AAB Wealth team means I can bring 35 years of experience as a financial advisor to an ambitious and expanding team, and know that our clients will get the same service on a one-to-one basis, from a well-qualified financial planner, as they have done from Kilkee Financial Services Ltd.”
