WHO I HELP
Private individuals. High net worth individuals. Families. Business owners.
HOW I HELP
Client experience. Financial planning. Organisational management. Client onboarding. Annual progress meetings.
“EXCEEDING CLIENT EXPECTATIONS”
Based in our Aberdeen office, Niall Hird is part of the Client Service Support team at AAB Wealth, where he plays a vital role in ensuring clients receive the highest level of care, clarity, and efficiency throughout their financial journey. Day to day, Niall prepares accurate and timely information for the financial planners, supports the smooth onboarding of new clients, and helps to coordinate annual progress meetings to keep clients fully informed and confident in their plans.
Drawing on his background in research, Niall brings a naturally analytical mindset and a meticulous eye for detail to every task he undertakes. This ability to interpret information, identify what matters most, and present it clearly has become an invaluable asset in his work. He combines precision with a personable approach, ensuring clients feel supported, well-informed, and assured that their financial matters are handled with care and expertise.
SUPPORTING EVERY STEP OF THE JOURNEY
“For me, the most rewarding part of my role is knowing that my work contributes to making a real difference in people’s lives. Every report prepared or transfer coordinated ultimately supports someone’s future – whether they’re planning for retirement, navigating a major life event, or building a legacy for their loved ones. I take pride in being part of a team that gives clients clarity and peace of mind about their financial future. It’s motivating to know that the attention I put into each detail can help someone achieve their goals with confidence.”
COLLABORATION IS AT THE HEART OF EVERYTHING I DO
“One of the things I value most about working at AAB Wealth is the strong sense of collaboration. We work as a united team, always ready to share ideas and support one another to deliver the best outcomes for clients. That teamwork extends beyond our internal culture – it’s reflected in how we build long-term, trusting relationships with clients. It’s inspiring to be part of their financial journey and to see how our combined expertise can help them feel secure about the future.”
EVERY DETAIL MATTERS
“My greatest strengths lie in my attention to detail and analytical approach. I like to take a methodical route when tackling a task – breaking down complex processes into clear, manageable steps. This helps me ensure that every aspect of client service is completed accurately and efficiently. My research background has given me a natural curiosity and discipline when working with information, and I apply that same mindset to client data, documentation, and reporting. Ultimately, this focus on precision helps me contribute to the success of AAB Wealth.”
MORE THAN JUST NUMBERS AND PAPERWORK
“Many people assume the finance world begins and ends with figures and forms, but our role goes far beyond that. For me, it’s about building genuine relationships and understanding what truly matters to the people I’m supporting. From the very first conversation through to every stage of ongoing communication, clients sit firmly at the heart of what we do. That’s why I’m committed to creating a confident, reassuring, and genuinely valuable experience – so each client feels supported, understood, and provided with the highest standard of service at every step.”
ALWAYS LEARNING, ALWAYS GROWING
“I’m eager to continue developing my technical knowledge and understanding of the financial planning process. My role has given me exposure to a range of software platforms that underpin the way we deliver services to clients. I’ve really appreciated how technology supports accuracy, efficiency, and communication. As I progress, I’m looking forward to building on this foundation and expanding my capabilities across different aspects of wealth management.”
LOOKING AHEAD
“Looking ahead, I’m focused on developing my knowledge and continuing to add value to the team. Every day brings new opportunities to learn, whether it’s through client interactions, team discussions, or hands-on problem-solving. My goal is to keep improving so I can play an even greater part in supporting clients to feel confident about their financial futures.”
