WHO I HELP
Individuals. Families. Business owners. Retirees.
HOW I HELP
I work with the AAB Wealth team, ensuring that the financial planners and associates have exactly what they need when they need it. I’m detail-oriented, which is essential in my role when it comes to reviewing client documents and keeping on track with different deadlines.
“CONSISTENTLY DELIVERING THE BEST POSSIBLE SERVICE”
Based in our Bishopbriggs office, Iona Duff is a highly skilled Client Service Support team member, ensuring clients receive a smooth and high-quality service. Iona assists financial planners and associates in sourcing, organising and verifying key client information. Her attention to detail ensures that the AAB Wealth team are always equipped with accurate and relevant data.
In addition to managing client information, Iona supports the preparation of documentation and assists with the administrative processes required to implement financial plans effectively. By making sure every detail is in place, she plays an important part in delivering a service that clients can trust.
PARTNERSHIPS BUILT ON TRUST
“An ideal client relationship starts with trust. It comes from honest communication, being upfront about what’s possible, and always following through on what I say I’ll do. Clients often tell me they appreciate my calm and friendly approach, especially when things feel complicated. I enjoy finding the right approach for each situation and adapting how I work to suit the client’s concerns. It’s not just about solving a problem or providing a solution, it’s about how we make clients feel throughout the process.
COLLABORATION IS EVERYTHING
“Collaboration is at the heart of what I do. Working well with my colleagues not only benefits our clients but also creates a positive, productive environment for us all. I have always had a positive attitude with my work approach, and that’s the reason why I
resonate with AAB’s values of positivity, enthusiasm and fun. I truly believe that when we enjoy what we do, we do better work and deliver results for our clients.”
A PROACTIVE APPROACH
“What I love about AAB is our proactive, client-first approach. I believe in going above and beyond to fulfil clients’ needs. If I can’t resolve something directly, I take responsibility for connecting clients with the right person and using all the tools and support available to get the job done.”
BALANCING VIRTUAL WITH FACE-TO-FACE
“As the world is ever-changing and virtual communication continues to be on the rise, I believe it is important to consider those who have not adapted to this change. Whilst being virtual can provide flexibility, it is important to provide face-to-face options for those who are less comfortable using technology. I encourage real-life interactions as this can develop a more personalised experience and help foster a working relationship with clients.”
TAILORING OUR SERVICE TO YOUR NEEDS
“One of the biggest challenges in my role is that the financial world isn’t always predictable. Political events and media headlines can cause concerns and worry for clients, but I will always respond to this by keeping communication open and making sure our clients feel heard. If someone needs reassurance, I’ll coordinate a meeting with their financial planner to talk through their concerns and tailor our advice to their unique circumstances.”
BREAKING THE STEREOTYPE
“Within the financial industry, we’re often misunderstood – seen as transactional or detached. But that couldn’t be further from the truth. Clients are at the core of everything we do. Every interaction we have is a chance to show that we genuinely care about their goals, concerns and want to provide them with peace of mind. That is why I place such a strong emphasis on building trust through honest, reliable and clear communication. It’s about consistently delivering the best possible service.”
PEOPLE SKILLS ARE MY STRENGTH
“One of the greatest strengths I bring to AAB Wealth is the ability to adapt my communication style to suit each situation and client. Whether the client is feeling overwhelmed or a colleague needs support, I focus on listening, understanding and responding in a way that puts people at ease.
A client once told me that I made their experience feel ‘stress-free’, and that’s exactly what I strive for. I want everyone I work with to feel supported and confident that they’re in safe hands. Knowing I’ve helped someone feel more at ease is the most rewarding part of what I do.”
ALWAYS LEARNING AND ALWAYS GROWING
“What excites me the most about the future is continuing to build stronger relationships with clients and colleagues and learning from every experience. I want to continue to contribute to AAB Wealth’s success and take on new challenges that help me develop both personally and professionally.”
