Jack
Swan

Technical Lead

LinkedIn

WHO I HELP

The AAB Wealth team, primarily working with our Financial Planning Associates and Financial Planners to deliver robust advice to Private Individuals, Families and Business Owners.

HOW I HELP

Supporting the delivery of Financial Planning, Cash Flow Modelling, Investment and Legacy Planning.

“A team with strong collaboration.”

Jack Swan is Technical Lead in our AAB Wealth team. Based in Aberdeen, heading up the Financial Planning Associates team.

He supports the Financial Planning Associates and Financial Planners to undertake detailed analysis and planning, enabling the delivery of tailored financial plans to help meet clients’ needs and objectives.

Clarity over current circumstances

“It is incredibly rewarding to give clients clarity over their current circumstances, the options they have, and to give them the reassurance and confidence to enjoy their money.

AAB Wealth is a team with strong collaboration and continually pass knowledge to help each other grow, and ultimately deliver the best outcomes for clients. There are always opportunities, challenges, and a path to progress through the team. “

TECH ENABLED

“Tech has enabled us to engage with clients in different ways during COVID, notably the way we interacted as a team, with clients, how we share documents and content with them, and now have almost all our paperwork signed electronically.

With the nature of our business, many of our clients would choose to see us ‘in the flesh’ but tech has given us the flexibility to engage with clients on the go, whenever and wherever is convenient for them.”

THINKING OUTSIDE OF THE BOX

“When it comes to my strengths, I enjoy thinking outside of the box, finding solutions to problems and supporting others. I’m organised, methodical and continually deliver under pressure.

The greatest compliment we receive is that clients trust us fully with their money, and therefore their future.”