WHO I HELP
Individuals, Business Owners and Trustees.
HOW I HELP
Wealth Planning, Cash Flow modelling, Pension Planning, Investment Planning, Estate Planning and Tax Planning.
“We have A genuine interest in our clients.”
Kerry Holden is a Financial Planning Associate in the Wealth team. Based in Aberdeen, her role involves working closely with the financial planners to help clients achieve their goals and objectives. It is important to tailor a plan for our clients that is personal to them, which gives them the choice and options for their retirement that perhaps they did not think was achievable.
STRIVE TO ACHIEVE
“Just as AAB has a reputation for being disruptive, feisty and assertive, I’d like to think that I also strive to achieve the best possible on a daily basis and hold myself accountable to the high standards that I set for myself.”
NEW WAYS OF WORKING
“I think it is good to build up relationships with clients and this is easier if you meet them in person, especially for new clients. For existing clients, it could be a combination of both, depending on how busy they are. We issue most of our reports and paperwork digitally now and have seen a significant difference in the timescales for clients to send these documents back to us when we have issued these digitally, opposed to by post.
The Same client focus
No client is ever the same and the challenge is to design a financial plan tailored to them. To overcome this, we establish open, consistent lines of communication with our clients. We have a genuine interest in them and their personal and financial circumstances in order to build their trust and tailor a plan that is personal to them.”