WHO I HELP
We support a wide range of clients at all stages of their Wealth Management journey, from business owners to families to individuals.
HOW I HELP
I support the Financial Planning Associates and Financial Planners throughout every stage of a client’s financial planning process.
“CLIENTS ALWAYS COME FIRST”
Jenny Wilson is part of our Client Service Support team based in our Belfast office. Supporting the Financial Planning Associates and Financial Planners, Jenny’s role is varied. From preparing annual review meeting packs and attending client meetings, to being the first point of contact for any client queries or concerns, Jenny helps ensure our clients receive a seamless and exceptional service.
AT THE HEART OF EVERYTHING WE DO
“I believe my personal approach to supporting clients and my eye for detail helps nurture strong, successful client relationships. No matter how big or small a client query is, it’s never a problem for us here at AAB Wealth. I’m always happy to help with anything and that’s something that drew me to the firm – I could see that clients were at the heart of everything they do and how they operate.
Sharing details about your finances can feel unnatural. We aim to make our clients feel comfortable from day one by encouraging open communication. To do this, we take care to be transparent and to welcome their concerns so that we can provide peace of mind. Clients trust us with their wealth, and in some situations this can be daunting. It’s important that we are a familiar face for them to rely on and put their confidence in, ultimately knowing that we have their best interests at heart. We want clients to achieve their financial goals just as much as they do, and that’s at the core of everything we do. There really is nothing more rewarding that seeing their goals come to fruition.”
IT’S ALL ABOUT COLLABORATION & COMMUNICATION
“The nature of financial planning is very collaborative, as we work closely and regularly with our clients to achieve the same goal. It’s also important to share and learn from team members around me. The team is big on collaboration and supporting one another, and that’s something I felt from my very first day at the firm. There’s no such thing as a silly question, whether you are a colleague or client of AAB Wealth. I know my voice and ideas are not only heard, but valued, and I think operating in a culture like this helps us provide the highest quality support to our clients.
When it comes to in-person or virtual communication, for me personally, I think a balance of both is best, but it depends on the client and what works best for them and their unique situation. Being able to provide clients with the option for virtual or in-person support demonstrates our client-first approach and our dedication to offering tailored services that work for each and every client.”
THE FUTURE LOOKS BRIGHT
“Regarding my own future, I am looking forward to seeing what professional opportunities lie ahead of me here at AAB Wealth. It is great to be a part of a firm which supports their employee’s personal and professional development so fully.
Alongside career growth, the firm has recently grown considerably – it is an exciting time to be a part of AAB Wealth. Even with the high level of growth, the supportive and collaborative culture remains, and I look forward to working with our clients more closely as my career progresses.”
