WHO I HELP
Clients of the firm: Individuals, Families, Business Owners & High Net Worth Individuals.
HOW I HELP
I assist the Financial Planners with their work in helping our clients achieve their financial objectives. Utilising cash flow modelling, we create personal financial plans which allow our clients to visualise their future and help them to realise their short- and long-term goals.
“Providing clear and valuable advice from the outset.”
Kirsty Young is a Financial Planning Associate in the Wealth Team. Based in Glasgow, her role involves preparing client reports and letters which summarise our recommendations and advice. This involves cash flow modelling, undertaking analysis of clients’ current financial situations and ultimately, assisting the financial planners in helping clients reach their financial goals and objectives. She is also involved in the compliance side of the Wealth Team.
EVER EVOLVING WITH CLIENTS IN MIND
“Clients expect us to help them achieve their goals by providing them with clear and valuable advice from the outset and continuing to provide support and further advice when needed, throughout the working relationship.
We are always adapting and updating our processes and methods as required to provide the best service that we can to our clients. We are open to new ideas from all members of the team and are encouraged to question anything we think could be improved.”
A TECH-ENABLED APPROACH
“The adoption of a more tech-enabled approach has streamlined many of our processes, especially when it comes to sharing documents and information with clients. This has led to us being able to process and deliver new business more efficiently, which is ultimately beneficial to both us and our clients. Being able to effectively collaborate online with colleagues based in different locations has given us greater flexibility and has led to me being able to move from our Aberdeen office to now be based in our Glasgow office.”
“Clients often express their appreciation for the work that we do as a team, especially when we manage to meet short or last-minute deadlines. The fact that we have so many long-standing client relationships is a compliment in itself.”