Who I help
I help a range of clients, including individuals or couples looking ahead towards retirement or people already at that stage in life, looking to ensure they can fulfil their lifestyle during their golden years.
How I help
I help our clients firstly by listening to them and then by building a plan to meet their wants and needs. We provide a systematic, evidence-based approach to investment planning. We get to understand the clients and what they want to achieve with their money and then use various systems and cashflow platforms to help determine the next steps for them.
“HELPING TO TURN our CLIENTS’ PLANS INTO A REALITY.”
Kieran Yeats is part of the Client Service Support team. Based in Aberdeen, he helps provide support to the Financial Planners and Financial Planning Associates, in order to assist with the clients’ objectives. Kieran regularly attends client meetings to gain an insight into what our clients are looking for, and following these meetings, he acts as a point of contact if they need any information or clarification.
BUILDING TRUSTING RELATIONSHIPS
“An ideal client relationship involves collaboration, clear and honest communication and trust. We are dedicated to making sure clients feel they’ve put their trust in the right place. Building a strong relationship allows us to progress efficiently and collectively to help turn our clients’ plans turn into a reality.
Clients expect to work with someone who is willing to listen and put their best interests first. They put a significant amount of trust in us to help them with their current situation, so I aim to ensure clients feel comfortable when discussing their financial situation.”
MAKING AN IMPACT
“I would like to think that I can bring positive outcomes to both clients and colleagues. I find it extremely rewarding knowing that I am providing support to the Financial Planners by implementing their advice for our clients. As such, giving me the opportunity to support the Wealth team and our clients at the same time.”
GOING THE EXTRA MILE
“The AAB group has a good reputation for its approach to client service, something that I feel I can emulate in my role. I look to go the extra mile to fulfil clients’ needs and if they have an enquiry that goes beyond my role, I will guide them to the right area in the group to ensure that their demands are met.”
A PERSONAL SERVICE THAT SUITS YOU
“Flexibility is another important part of a client relationship, and it is essential we are able to adapt to meet the specific needs of our clients. If clients would prefer to meet online rather than in person, we can accommodate this. Our online portal also allows clients to look at their portfolio at any time, which provides them with peace of mind especially in times of market volatility. We use various online systems or platforms to add more in-depth and personal detail to our client’s journey.”
ASSURING FACTS FROM FICTION
“From my first few meetings with clients so far, I have noticed that clients can sometimes have the wrong expectation of what our advice might be. This is a great opportunity to provide a greater understanding of their current financial situation and inform clients that, with sound advice from our team their goals are in fact achievable.”
A WEALTH OF KNOWLEDGE AND EXPERTISE
“I am excited to be a part of a growing organisation that invests in and aids my progression alongside the business. As a new team member of the firm, I have already witnessed the collective support across the team which fills me with confidence about my own future.
With a lot of experience already present in the wealth team, there is a great foundation for me to start learning from and building a career of my own. I believe my work ethic and desire to learn is one of my greatest strengths to the wider group. At this stage of my career, I am eager to learn as much as possible about the company’s processes and services that are provided to our clients. I’m also open to new challenges and excited to play my part in a growing team.”
COLLABORATIVE AND INCLUSIVE CULTURE
“At AAB we have an ethos of positivity, enthusiasm and fun. Enjoying your place of work is extremely valuable as it can boost your performance and productivity. This balance of working hard combined with a fun and inclusive culture helps me to remain enthusiastic and motivated towards helping our clients and the business succeed as well as achieving my own personal goals.”