WHO I HELP
I work with a diverse range of clients, each with their own unique financial situations and goals. This includes individuals, couples, and families planning for their future, business owners looking to manage their wealth, and those approaching or enjoying retirement.
HOW I HELP
I help by preparing for clients’ annual review meetings, issuing necessary paperwork, and maintaining accurate records for compliance purposes. I work with our team to ensure clients feel confident that their financial wellbeing is in safe hands.
“giving you CONFIDENCE IN EVERY STEP OF YOUR FINANCIAL JOURNEY.”
Leona Laing is part of the Client Service Support team based in our Aberdeen office. Her role focuses on providing the Financial Planners and Financial Planning Associates with the information and resources they require to serve our clients efficiently. This involves the preparation for client meetings and ensuring that all stages of our client’s journeys are handled with care and precision. Leona also ensures that our services comply with industry standards, helping to maintain the trust and confidence our clients place in us.
AN HONEST, TRANSPARENT AND PERSONALISED APPROACH
“Whether supporting clients who are new to financial planning or those who have been our clients for years, I aim to help them navigate the complexities of their financial journeys with confidence. To do this, our clients need to trust that we are always acting in their best interests.
Clients expect honesty, transparency, and personalised service that aligns with their financial objectives. My role is to ensure they receive exactly that. By building that trust, I can help clients feel confident and secure in the decisions they make. Working closely with colleagues is also a key aspect of my role, ensuring that every client’s needs are understood and addressed seamlessly across the team. This collaboration allows the entire team to work together to deliver the best outcomes for their clients.”
A FOCUS ON WHAT TRULY MATTERS
“Technology allows us to streamline processes and focus on what truly matters – understanding our clients’ needs and providing them with the best possible service. While digital tools enable us to be more efficient and client centric, I value the importance of personal connections, particularly in the early stages of getting to know a client.”
CLIENTS ARE OUR PASSION
“Helping clients achieve their financial objectives is one of the most rewarding aspects of my role. It’s incredibly satisfying to see our clients gain clarity and peace of mind about their financial future.
We take a proactive approach to understand every client’s goals which drives us to go the extra mile so our clients feel confident and supported throughout their financial journey. This value shapes the way I approach my work, as I take care to provide clear communication, attention to detail, and build trust for our clients.”
A TEAM-ORIENTED APPROACH
“Working across different departments in the AAB group means we can draw on a wide range of expertise to solve complex problems and provide the best possible service to our clients. I’m excited to continue contributing to the team-oriented approach at AAB Wealth, as the firm continues to grow and evolve.”
EXCITING OPPORTUNITIES
“The recent growth of AAB Wealth and the wider AAB group has expanded our service offering into new locations across the UK providing a broad range of opportunities, both for us as professionals and for our clients. As a graduate, I’m excited about the opportunities for professional development and career progression within the firm.
Our team works across different departments in AAB to provide financial planning and tax advice, meaning we can draw on a wide range of expertise to solve complex problems and provide the best possible service. It also means I can work with and learn from experts in our industry to strengthen my own experience.”
