WHO I HELP
High-net worth individuals. Couples. Business owners. Retirees.
HOW I HELP
Investment analysis. Suitability reports. Financial plan implementation. Portfolio reviews. Tax-efficient structuring. Client education. Research and insight. Ongoing guidance and reassurance.
“IT’S ABOUT EMPOWERING CLIENTS TO ACHIEVE THEIR FINANCIAL GOALS”
Based in our Aberdeen office, Kirsty Minor is a Financial Planning associate working hand in hand with financial planners and client support to give clients a smooth, reassuring experience from the moment they walk through the door. Her week blends deep analysis with practical delivery from reviewing existing holdings and preparing suitability reports, to implementing and monitoring the financial plans that shape a client’s long-term future.
Kirsty’s journey began as a client administrator, spending five years gaining a deep understanding of the mechanics behind financial planning. During that time, she discovered a love for research and a talent for turning complex information into something clients could genuinely use. Six years into paraplanning, that passion hasn’t faded. She still enjoys digging into the detail, exploring options, and helping clients understand how each decision moves them closer to their goals.
For Kirsty, clarity matters. She brings a strong grasp of investment vehicles, tax implications, and regulation, but she explains everything in plain English. That’s what helps clients feel confident. That’s what makes the process less intimidating and far more empowering.
BUILDING TRUST THROUGH TRANSPARENCY
“Being transparent and reliable, while creating a comfortable and open environment is essential for any client relationship. At the heart of this approach is trust, which helps clients feel truly heard and understood.A POINT OF
CONTACT CLIENTS CAN RELY ON
“I aim to establish myself as a key point of contact. Whether I respond directly or bring the right people into the conversation, clients know I’m there and that their needs won’t be overlooked. My goal is to ensure they feel supported, informed, and reassured at every stage of the process.
A TEAM WITH A SHARED PURPOSE
“Everyone at AAB Wealth is focused entirely on achieving the best possible outcomes for clients. The business responds quickly to change, which makes it an exciting and rewarding place to work.”
TURNING COMPLEX HOLDINGS INTO CLEAR, MANAGEABLE PLANS
“Many clients come in with several pensions and investments gathered over the years. Different providers. Different strategies. It’s overwhelming for them. I help them understand what they have, whether those holdings support their goals, and how to simplify things so everything feels more structured and manageable.”
SUPPORT THAT BUILDS CONFIDENCE
“I find the most satisfaction in helping clients achieve goals they once thought were out of reach. Seeing that shift from worry to confidence is incredibly rewarding, and one of the compliments that has stayed with me most was a client saying that my support helped them relax. Knowing I was following up and keeping things on track let them feel confident their issue would be resolved.”
STAYING AHEAD IN A CHANGING LANDSCAPE
“The biggest challenge is the constant change in legislation and regulation. You have to be proactive and anticipate what could affect clients-but without acting too soon. The only way to do this well is to stay informed, review portfolios regularly, and stay close to clients so our advice is always accurate and relevant.”
FINANCIAL PLANNING IS FOR EVERYONE
“A common misconception in financial planning is that it is only for people who already have significant wealth. Everyone can benefit. The aim is to meet people where they are and put a strategy in place to help them move forward.”
STRENGTHS THAT MAKE A DIFFERENCE
“One of my key strengths is combining inquisitiveness with an analytical approach which helps me dig into what clients are really looking for. That means the suitability reports I prepare reflect their true objectives and needs.”
LOOKING AHEAD
“I’m excited to see how AI can support financial planning. Used well, it can streamline processes and give us more time with clients-more time to deliver high-quality, meaningful advice.
