WHO I HELP
Individuals. Business Owners.
HOW I HELP
Financial Planning. Wealth Planning. Legacy Planning. Pension Planning. Cash Flow Modelling.
“helping clients achieve life goals.”
Troy Bruce is a Financial Planner within our Wealth Team. Based in Aberdeen, he works with a wide range of individuals helping them to manage their wealth and plan their personal and family financial futures.
Building long term relationships is key to Troy’s role to ensure he understands a clients life goals and helping them achieve those goals. This is achieved through consultative and relationship-driven wealth management.
A GREAT TEAM
“What I love about AAB Wealth is the people. It’s a great team, everyone is welcoming and there’s a great culture. The team mentality allows everyone to feel comfortable to ask for help or advice when needed to make sure the best outcomes are always achieved for the client.
As a team we can provide everything a client needs. Even if a client has complex financial circumstances, we can provide best advice by tapping into knowledge and experience within the wealth team and from specialists in the private client and tax teams.”
COMBINING TECHNOLOGY WITH EXPERIENCE
“Technology in AAB is front and centre of what we do. As financial planners we have access to some great tools that can really add value to the client. But technology will never replace the knowledge and advice of a great financial planner. It helps us to show a client what scenarios look like now and in the future, enabling us to give the very best advice. Whether it’s cash flow modelling or a client being able to login and see how their investments are performing, technology adds value to our clients.
We can support clients across the UK and the rest of the world and that’s exciting and its technology enables us to do that.”
MAKING A DIFFERENCE TO CLIENTS LIVES
“What I really love about my role is really getting to know an individual and their families and being able to give them bespoke advice. Having that type of relationship with a client allows me to bring different ideas and strategies to a client that they haven’t considered before. We then work together to find the best solution for them.
I help individuals identify, plan, and set goals to achieve financial wellbeing, whilst sustaining their desired lifestyle. It’s great to know that I can potentially make a real difference to someone’s life. It’s so satisfying to see clients achieve their dreams.”
EXCITED BY THE FUTURE
“I’m excited by the future of AAB. They are ambitious and want to continue to grow and I like the fact that I can contribute to that growth. That ambition creates opportunities for individuals and it’s great to know that there’s opportunity for me to progress within AAB in the future.
I’m excited to be able to also continue learning from people in the team that have more experience than me. I can also continue studying at AAB to achieve Chartered status in the future and will have people around me to support me in my studies.”