WHO I HELP
I assist clients from various walks of life, from individuals approaching retirement to younger clients who are beginning their investment journeys after receiving an inheritance.
HOW I HELP
I am here to help each client achieve clarity and confidence in their financial future, whether they need guidance navigating inheritance tax planning or supporting their broader financial goals.
“SUPPORT AT EVERY STAGE OF YOUR JOURNEY.”
Jordan Clark is a Financial Planning Associate based in our Aberdeen office. In her role, she collaborates closely with our Financial Planners to ensure that our clients receive clear, concise advice, tailored to their unique circumstances. Jordan’s goal is to ensure the client experience is smooth, ensuring that they feel supported and well-informed throughout the process.
Jordan also supports the team by providing clients with updates, helping them stay compliant with regulations while ensuring their goals are met. Whether it’s helping someone nearing retirement or assisting someone planning for the next stage of their financial journey, she aims to make a meaningful difference in their lives by delivering advice they can trust.
BUILDING LONG-LASTING TRUST
“For me, the ideal relationship with a client is built on trust and respect. Clients trust us with their wealth, and it’s my responsibility to ensure they feel confident in our advice. Every client has walked a different path, and they’re all heading toward different destinations. That’s why providing bespoke advice that considers their current situation and future aspirations is so important. It’s about more than just financial numbers – it’s about helping them achieve the goals that truly matter.
Working in financial services has shown me that what clients often value most is peace of mind. They need to know we’re always working in their best interests and that our guidance is clear and reliable. By building strong, trusting relationships, I can help ensure that clients feel supported at every stage of their journey.”
TECHNOLOGY-ENABLED, CLIENT-FOCUSED
“Technology plays a crucial role in how we deliver financial planning services. Tools like cashflow forecasting help clients visualise their future financial journey, allowing us to present complex information in a way that’s easy to understand. However, I believe that the human touch is equally important. Sometimes, a personal phone call or face-to-face meeting can make all the difference in building that trust and rapport with clients.”
CLIENTS ARE OUR PASSION
“Helping clients achieve their goals and “bucket list” dreams is one of the most rewarding parts of my job. Knowing that the advice I provide can have a tangible impact on someone’s life is a huge motivator for me. Helping clients visualise their financial future, often using tools such as cashflow modelling is incredibly satisfying. I’ve received compliments from clients who have expressed their gratitude for the clear guidance and reassurance we’ve been able to offer them. There’s no better feeling than knowing I’ve helped put a client at ease and to make informed decisions with confidence.”
GROWING WITH AAB
“One of the most exciting aspects of working at AAB Wealth is the firm’s growth and ambition. Over the past few years, we’ve expanded significantly, and I’m eager to continue growing my knowledge and expertise in this dynamic environment. I strive to bring energy and enthusiasm to my role, always looking for new ways to improve how we work and the service we deliver.
With my background in tax, I bring a unique perspective to financial planning, and I’m always looking for opportunities to apply my skills in new ways. I’m adaptable, open-minded, and ready to embrace new challenges, which I believe are essential traits in today’s ever-evolving financial landscape.”
A COLLABORATIVE MINDSET
“Collaboration is central to everything we do. Working together across different teams and departments under one roof allows us to bring a wide range of perspectives to the table. If we’re dealing with complex tax issues or simply planning the next steps for a client’s portfolio, it’s the collective effort that drives the best outcomes. There’s always more to learn from each other, and that’s what makes working here so fulfilling. No two clients are the same, and it’s our team’s ability to come together and problem-solve that helps us deliver bespoke, comprehensive advice.
The future at AAB Wealth is bright, and I’m excited to be part of it. As we continue to grow, I look forward to deepening my knowledge, expanding my role, and helping more clients achieve financial peace of mind.”
