WHO I HELP
We provide financial advice to a wide variety of people, ranging from individuals and couples to business owners and retirees.
HOW I HELP
We offer advice through carrying out analysis and cash flow modelling to determine the most efficient way to maximise their financial potential. We provide financial planning services and can determine clients next steps on areas such as supporting their child through university or helping them buy their first home.
“SUPPORTING CLIENTS THROUGH LIFE’S UNCERTAINTIES.”
Kirsty Manclark is part of our Client Service Support team. Based in Aberdeen, Kirsty provides support to the Financial Planners and Financial Planning Associates through each stage of the client journey. As part of the Client Service Support team, Kirsty attends client meetings alongside the planners and can often be one of the first lines of communication with our clients, which allows the team to build strong relationships with them.
AN IDEAL CLIENT RELATIONSHIP
“In the Wealth department, the relationship we have with our clients is very personal and therefore differs from the other departments across the firm. The team works with a wide range of individuals and families to achieve their goals, meaning that to strike an ideal client relationship, honesty, trust, communication and attention to detail are absolutely paramount.
Getting to know each of our clients on a personal level also ensures that we can offer the best service that is tailored to them. It is important that we are approachable to each of our clients, and as a result can be there to support them throughout life’s uncertainties.”
UTILISING TECH TO EXCEED EXPECTATIONS
“I think clients expect that we take a transparent and personal approach, whilst pursuing an active role to ensure that all work we do for them is thorough, timely and objective. Going the extra mile and exceeding the expectations of our clients is also an invaluable part of AAB Wealth.
The firm’s use of IT makes working as a team much more efficient and ensures the communication we have with our clients is seamless. During client meetings, we have the advantage of using our cash flow modelling software, which provides a personal illustration for each client of their current financial position and future potential. The software also provides excellent accessibility to investment planning for clients with any kind of exposure to the markets.”
PERSONAL STRENGTHS AND GROUP OPPORTUNITIES
“I am a people person, so I have really enjoyed being part of such a sociable team and firm and I think that is definitely one of the firm’s strengths as a whole. Particularly in Wealth, it allows us to build even stronger relationships with our colleagues and clients, helping the service we offer to reach its full potential.
With the recent growth of the AAB Group, it is an exciting time to have joined the Wealth team as a graduate. The Wealth team now operate in several other locations, bringing lots of new opportunities and an even more extensive range of clients. Seeing as my career has just started, I am looking forward to seeing how the group evolves in the future and feel privileged to be a part of the journey.”