Who I help
I support a diverse range of clients, from individuals planning their retirement to families and business owners looking for tailored advice on managing their financial plans.
How I help
In my role, I strive to make every client experience smooth, proactive, and personal. From preparing for annual planning meetings to assisting with transfers, withdrawals, and onboarding, I work closely with Financial Planners and Associates to make sure every detail is handled with care and efficiency.
“Making sure clients feel supported at every stage of their journey.”
Kate Henry is a member of the Client Service Support team based in our Aberdeen office. Kate is a key point of contact for clients and is committed to delivering a seamless service for every client she interacts with. Responsible for managing and completing paperwork to planning client meetings, Kate takes time to understand each client’s goals and works hard to make sure they always feel informed and confident throughout the process.
Building trust through every interaction
“For me, the ideal client relationship is built on trust, transparency, and clear communication. I believe it’s important to truly understand what matters most to our clients so we can offer solutions that are right for them, as ‘no one size fits all’. I always want clients to feel heard, respected, and supported throughout their financial journey.
Whether it’s supporting a client’s long-term investment goals or helping with day-to-day financial needs, I always aim to bring a personal, approachable touch to every interaction, as it is a very personal journey.”
Here when you need me
“Clients rely on me to be their point of contact—someone who’s responsive, organised, and always one step ahead. I make sure every detail is taken care of efficiently, whether that’s processing a withdrawal, updating records, or simply answering a question quickly and clearly.”
Part of something bigger
“To me, there’s nothing more satisfying than helping a client achieve something they’ve worked so hard for. Whether it’s a dream holiday, early retirement, or reaching an investment milestone. It’s incredibly rewarding to work in such a tight-knit, collaborative team who are all on the same page when it comes to achieving their clients’ goals.
One of the best compliments I’ve had is a simple “thank you” from a client reaching a personal financial goal. Knowing I played a small part in helping them get there is what makes this role so rewarding.”
Tech and a personal touch
“I embrace the technology we use at AAB Wealth because it helps us work smarter and communicate more regularly and openly with clients. But for me, nothing beats the personal side of meeting clients face-to-face, understanding their stories, and being part of the journey with them.”
The benefits of a collaborative approach
“Everything we do at AAB Wealth depends on strong teamwork to achieve our clients’ goals. Each person in the team brings their own skills to the table, and by working together, we deliver a smooth, all-in-one service that helps our clients achieve their financial goals.
It’s all about clear communication, mutual support and respect. Everyone at AAB Wealth plays a part in delivering an exceptional service, and that’s something I really value being part of.”
A positive presence
“I bring energy and approachability to relationships with clients and colleagues. I want to be the person that people feel comfortable talking to, as that helps foster stronger, more meaningful relationships and can make a big difference. Whether it’s a client with a question or a teammate needing support, I always aim to create a friendly, supportive atmosphere wherever I can, so clients and colleagues know they can come to me whenever they need.”
Breaking down barriers
“There’s a misconception that wealth management is only for the wealthy, which isn’t entirely true, especially not for the team here at AAB Wealth.
I truly believe financial planning can be for everyone, whether you’re just starting out, building towards something big, or planning for the future. We’re here to help people at every stage of their financial planning journey.”
A growing future
“I’m excited to continue developing in my role and enhancing the ways I can contribute to both the client experience and the team at AAB Wealth. Being part of a growing business where I can make a meaningful impact is something I’m really proud of.”
