WHO I HELP
Private Individuals. Business Owners. High Net Worth Individuals.
HOW I HELP
Wealth Planning. Cash Flow Modelling. Financial Planning. Pension Planning. Investment Planning. Cascading Wealth.
“I love to see clientS’ plans come to fruition.”
Martyn Paterson is a Chartered Financial Planner within our Wealth team. Based in Aberdeen, he works with a wide range of clients, helping them build their wealth and plan for the future.
Forging long term relationships is key to the work that Martyn does – because he can work with clients for decades and through generations. And whoever he is working with, the focus is always on ensuring his clients have a very clear view of the best way to build their wealth, spend their wealth, plan for retirement and then cascade their wealth onto loved ones.
“While a few of my clients may require advice on a transactional basis, for me it’s all about getting to know the people that I work with – then helping them develop a plan to achieve all the things they want to do in life. And I check in on their progress regularly, to ensure they stay on track and achieve their goals.
That’s what I appreciate most about what I do. It’s incredible to help a client make plans – and then see those come to fruition. That really is the feel-good factor at the end of the day. And when clients recommend me to a friend or family member, that’s all the validation I need that I’ve earned their trust and they think I’m doing a good job.”
“I think when new clients come to me, they’re not sure what to expect. They might have a lump sum they’re not sure what to do with. Or maybe they want some advice on their pensions or investments. But they’re often surprised when we take it all a step further.
The thing is, wealth planning is not about the here and now. It’s about clients thinking about what they want their future to look like – and then putting plans in place to help them get to that point. It’s about knowing how your finances are going to play out. It’s about taking away the worry or uncertainty of the years ahead. It’s about being able to live your best life.”
A BALANCED VIEW
“I bring a lot of experience to AAB – I mean I’ve done financial planning for more than 25 years. But I think clients value my practical approach just as much. I’m pretty level-headed and good at taking a step back and thinking, ‘OK, these are all the options on the table, so which one will get us to where we want to be the quickest’. Sometimes I’m able to show people they can retire even earlier than they thought – and give them the data to back that up. It’s times like that the enjoyment factor really kicks in.”
“I think this is a really exciting place to work – it’s like a breath of fresh air. No matter what level you come in at, the opportunities to spread your wings, try something new, work in different departments, or even in different parts of the country are incredible.
There’s always so much going on, and so many young people joining the company, that it invigorates you. And one thing I really value, is being able to pass on my knowledge and experience. It’s such a privilege to be able to help develop the next generation of financial planners or paraplanners.”