by Vikki Venerus
Director and Shareholder Promotions for Andrew, Ian and Vikki
In May we announced that Andrew, Ian and Vikki became Directors and Shareholders of AAB Wealth. As key members of the senior leadership team, these appointments reflect Andrew, Ian and Vikki’s contributions to not only the running of the business day-to-day, but also their involvement in enhancing the firm’s service proposition and strategy. You can read more about their appointments here.
Welcome to the team Neil and Richard
As you will see on the new website, we have two new team members! Neil Folan joined the team as Risk and Compliance Manager following the retirement of Ian Smith, as announced in our last newsletter. Neil brings over 30 year’s financial services experience to the team and his role as Risk and Compliance Manager ensures AAB Wealth continues to exceed ongoing regulatory requirements and manage appropriate risk mitigation processes to deliver the right outcome for clients and the firm. You can find out more about Neil here.
Richard Johnston joins us as a Chartered Financial Planner, based in our Edinburgh office (or at least he will be hopefully soon!). Richard brings over 15 years’ experience in financial services to the firm, having previously led the Financial Planning team at Murray Asset Management. With key strengths and interest in implementing bespoke financial plans for a variety of clients, he is well-suited to AAB Wealth’s relationship-based service approach. You can find out more about Richard here.
As you know we are sociable bunch, and lockdown hasn’t stopped us from finding ways to have fun as a team. We have participated in virtual weekly quizzes, bingos, Friday social catch-ups, scavenger hunts and much more to keep in touch. It has been great fun, but we are really looking forward to eventually being able to meet up in person!
New Team Bios
You will also see that on our new site we have a new team page which we hope you agree is a bit more personal. So, have you ever wondered which living person Andrew most admires? Or where Ian's favourite destination is? Or what Vikki likes most about working at AAB Wealth? Check out our new team bios here.
Our number one priority continues to be protecting the health, safety and wellbeing of our teams and their families, along with our clients and visitors to the office, and preventing further spread of the virus. Therefore at the present time our offices remain closed.
We have established a dedicated ‘Return to Office’ working group who are closely following Government advice and updates, with the intention of adopting a measured and thoroughly risk-assessed approach to our return. Details of our offices opening again will be shared once these plans have been finalised and a date has been set.
As shared in previous updates, an agile mindset is embedded within our culture and with a strong digital capability, our team are continuing to work together to deliver for our clients and our Financial Planners and team members are available on their usual contact numbers and email addresses. If you have any questions or wish to discuss anything further, please get in touch with your usual AAB Wealth contact.
Vikki Venerus, Operations Director – 07557 680971, firstname.lastname@example.org
Ian Campbell, Director & Chartered Financial Planner – 07887 847160, email@example.com
Andrew Dines, Director & Chartered Financial Planner – 07921 847069, firstname.lastname@example.org
Martyn Paterson, Financial Planner – 07968 804124, email@example.com