Financial Planning Associate
WHO I HELP
We help a variety of clients from working professionals who want to ensure they are prepared for retirement to individuals who are nearing or have already retired as well as people who have inherited funds.
HOW I HELP
We help them establish their retirement goals and objectives by creating retirement planning for them that is robust as well as achievable.
“Providing reliable, honest and trustworthy investment advice.”
Sarah Philliben is a Financial Planning Associate in the Wealth team. Based in Edinburgh, her role involves preparing the reports, compiling the analysis and researching behind the advice that the Planners give to clients.
NEW WAYS OF WORKING
“The Wealth department is always open to new ideas and new ways of working. If a process can be amended to work better or new technology is going to improve the way we work, we will utilise and implement this.
As I now live in Edinburgh, I have had to adapt to the virtual way of working with our clients that are in Aberdeen. I like that I am still able to maintain the relationships I have built over the years in Aberdeen, through the technology we now have access too. However, I do enjoy the face-to-face interaction that comes with a client meeting.”
“Legislation within our field of work often changes and therefore it is important that we maintain our technical knowledge by attending seminars, completing continuous assessments as well as ensuring we keep up to date with any up and coming changes.”
BREAKING THE MOULD
“Our industry is quite male dominated from a business and client perspective. I feel AAB Wealth are breaking the mould as we have a lot of strong female colleagues who are contributing to the industry as well as more female clients approaching us to secure their futures.”