Amy Stewart

WHO I HELP

Individuals and families. Couples approaching or in retirement. Business owners. Young professionals beginning their financial planning journey.

HOW I HELP

Client onboarding. Provider coordination. Processing contributions and withdrawals. Financial planning support. Client communication. System and data management. Meeting preparation. Client liaison. Process coordination. Delivering a seamless client experience.

“SUPPORTING CLIENTS WITH CLARITY, CARE, AND CONSISTENCY”

Based in our Edinburgh office, Amy Stewart is a Client Relationship Support professional within the Wealth Management team who plays an important role in delivering a smooth and supportive experience for clients throughout their financial planning journey.

Working closely with Financial Planners and Client Relationship Managers, Amy ensures that every part of the client process runs efficiently behind the scenes. From preparing for client meetings and onboarding new clients to coordinating with providers and processing transactions, her role focuses on maintaining organisation, accuracy, and clear communication at every stage.

Amy was drawn to wealth management because it combines organisation, problem solving, and the opportunity to help people. She enjoys working in an environment where the work has a meaningful impact on clients’ lives – whether supporting someone as they prepare for retirement, navigate a significant life event, or simply gain greater clarity over their finances.

By staying organised, proactive, and detail focused, Amy helps ensure that clients feel supported and confident throughout their financial planning journey.

BUILDING TRUST THROUGH COMMUNICATION

“One of the most important things I focus on when building relationships with clients is clear, friendly, and timely communication.

When clients feel listened to and kept informed from the very beginning, it builds trust and confidence. Even small updates can make a big difference in helping someone feel reassured that their request or query is being handled.

I always want clients to know they can reach out at any time, no matter how small the question might seem. Creating that open and supportive environment helps build a strong and lasting relationship.”

HELPING CLIENTS FEEL CONFIDENT

“One memorable client relationship developed with someone who initially felt quite overwhelmed by the financial planning process.

They weren’t familiar with how everything worked and felt unsure about the steps involved. By taking the time to explain things clearly, keeping communication open, and checking in regularly, I was able to help them feel more comfortable and supported.

What made that relationship work was consistency. Being approachable, patient, and reliable helped the client gain confidence and feel more positive about the process.”

SEEING THE IMPACT OF OUR WORK

“The most satisfying part of working with clients is seeing the positive impact that financial planning can have on their lives.

Whether it’s helping someone feel secure about their retirement plans or supporting them through an important financial decision, knowing that I’ve played a part in that journey is incredibly rewarding.”

SOLVING TIME-SENSITIVE CLIENT CHALLENGES

“A recent example involved a client who needed a quick turnaround on a provider request due to time-sensitive circumstances.

I coordinated directly with the provider, gathered the necessary documentation, and ensured the request was processed as quickly as possible. At the same time, I kept the client informed throughout the process so they knew exactly what was happening.

Being able to resolve the situation quickly and give the client peace of mind was a great outcome.”

MAKING THE PROCESS FEEL SIMPLE

“One of the nicest compliments I’ve received from a client was when they told me how helpful I had been in setting them up with a new product.

They said the process felt completely clear and straightforward because I had taken the time to explain the purpose behind the recommendation and how it supported their long-term goals. Knowing that my support helped them feel confident in their decisions meant a lot.”

NAVIGATING CHANGE WITH CONFIDENCE

“One of the challenges in my role is keeping up with changes in legislation, provider processes, and industry requirements while ensuring clients still receive a smooth and consistent service.

I approach this by staying organised and proactive. Keeping communication open with both colleagues and providers helps ensure nothing slips through the cracks. Accuracy and consistency are particularly important when processes are evolving.”

CONTINUING TO LEARN AND DEVELOP

“I’m currently working towards my CII qualifications, which are helping me build a deeper understanding of financial planning, legislation, and the wider industry.

Alongside this, I’m keen to develop my skills with the technology we use in financial planning, as these tools can really help streamline processes and improve the overall client experience.

The industry is evolving quickly, and I’m excited to continue growing my knowledge while contributing to a team that is focused on delivering high-quality advice and support for clients.”

Sarah Louw

WHO I HELP

Private clients. Extended family groups. Small business owners.

HOW I HELP

Financial planning research. Client case analysis. Investment and product research. Suitability report drafting. Personal tax considerations. Technical financial planning support. Adviser collaboration. Strategy development. Clear client-focused recommendations.

“DELIVERING THE DETAIL THAT EMPOWERS FINANCIAL PLANNERS AND CLIENTS”

Based in our London office, Sarah Louw is a Client Relationship Manager within the Wealth Management team who works closely with Financial Planners and advisers to support the delivery of clear, robust financial planning advice.

Sarah plays an important role in analysing client circumstances and preparing the technical groundwork that underpins high-quality financial advice. Her work involves researching clients’ financial positions, reviewing their existing investments and financial history, and helping to shape recommendations that are suitable, compliant, and aligned with long-term goals.

Working collaboratively with advisers and client support teams, Sarah drafts detailed suitability reports that translate complex financial planning concepts into structured and understandable advice. Whether reviewing investment strategies, assessing planning opportunities, or considering personal tax implications, she ensures every recommendation is technically sound and clearly communicated.

BUILDING STRONG FOUNDATIONS FOR CLIENT RELATIONSHIPS

“One non-negotiable for me when building relationships with clients is taking the time to fully understand their individual circumstances and goals.

Even though much of my work sits behind the scenes, having a clear picture of what matters most to the client allows me to ensure that the advice being prepared is relevant, personalised, and aligned with their needs. By focusing on this from the outset, I can support the Financial Planner in building trust with the client and delivering advice that genuinely reflects their situation.”

GUIDING CLIENTS THROUGH THE FINANCIAL PLANNING PROCESS

“I once supported a client who had very little prior experience with financial planning and initially felt overwhelmed by the process. They were hesitant about making decisions and unsure how the recommendations would work in practice.

To help build trust, I focused on understanding their personal circumstances and ensuring the advice was explained in clear, straightforward terms. Breaking the plan down into manageable steps helped them see how each recommendation aligned with their goals.

Over time, their confidence grew and we were able to implement the strategy successfully. Patience, empathy, and clarity were key to building that relationship and helping them feel comfortable with the planning process.”

ANALYSING COMPLEX CLIENT SCENARIOS

“The most satisfying part of my role is analysing a client’s individual circumstances and contributing to financial planning advice that is truly tailored to them.

Every client has different priorities, goals, and financial structures. Being able to examine those details carefully and help develop practical recommendations that support their objectives is incredibly rewarding.”

BRINGING CLARITY TO CONFUSING DECISIONS

“One recent example involved a client who had been consulting two different Financial Planners from separate firms and was feeling confused by the conflicting advice they had received.

I supported our Planner by reviewing both sets of proposals in detail, identifying the differences and ensuring our recommendations were clearly aligned with the client’s objectives. By presenting the options in a structured and transparent way, we helped the client understand the reasoning behind the advice and make a confident decision.”

RECOGNITION THAT MAKES A DIFFERENCE

“The greatest compliment I’ve received from a client was being personally mentioned in feedback they provided about the service they received.

They highlighted the clarity and support I provided throughout the planning process. That meant a great deal to me, as it showed the client valued the contribution I made and felt reassured by the advice we delivered together.”

NAVIGATING A COMPLEX FINANCIAL LANDSCAPE

“One of the biggest challenges in paraplanning is the increasing complexity of financial planning itself. Regulations evolve, product solutions continue to develop, and clients’ financial situations are becoming more sophisticated.

I approach this by maintaining a strong technical foundation and keeping up to date with legislative and regulatory changes. Taking a structured, methodical approach to each case helps ensure the advice we produce is technically robust while still being communicated in a way that clients can easily understand.”

STRENGTHS THAT SUPPORT CLIENT SUCCESS

“I bring a broad range of experience across different advice areas, providers, and investment solutions. This allows me to quickly assess a client’s financial position and support the Financial Planner in shaping suitable recommendations.

I particularly enjoy working with personal taxation considerations and analysing the numbers behind financial planning strategies. Being able to combine technical detail with clear communication helps ensure clients receive advice that is both practical and meaningful.”

CONTINUING TO DEVELOP AND GROW

“I’m particularly interested in how AI will continue to support paraplanning and financial advice in the future. While it is already integrated into some areas of the business, I believe there are exciting developments ahead that will streamline many administrative processes.

This will allow me to spend more time focusing on the technical and analytical aspects of my role. Alongside this, I’m also working towards achieving Chartered status, which will help me further strengthen my ability to support clients with increasingly complex financial planning needs.”

Flynn Gray

Who I help

Business owners. Senior executives. Families. Parents are preparing the next generation to manage family assets.

How I help

Financial planning. Investment Planning. Retirement and Pension Planning. Inheritance tax planning. Cash flow modelling.

“I’m a firm believer that money is there to be used, not just saved.”

Flynn Gray is a Financial Planner, based in our London office. He works closely with senior planners and clients, getting to know their lifestyles, situations and objectives to help create a bespoke financial plan that ensures their wants and goals are achievable. Whether it’s preparing for annual review meetings, completing follow-up work or taking active roles in the meetings and managing client relationships, Flynn approaches all situations with a determination to support clients the best that he can. While the numbers are of course important, being able to show clients what they can achieve and making that come true is the number one thing.

People at the heart of everything

“Money means something different to everyone. Over time, I realised that financial planning isn’t just about markets and numbers, it’s about people, their stories, their hopes and fears. What drew me to this profession was the chance to use technical knowledge and a real human connection to change lives. I love walking alongside people through major life moments, helping them shape their future, guiding them through decisions, and seeing them thrive.”

A three-step approach

“There are three key things that I aim to bring to the table in every client relationship: curiosity, analysis, and empathy. I truly want to know my clients and understand what makes them tick, their background, their goals, and what really matters. That curiosity helps me build strong, long-term relationships. At the same time, I enjoy diving into complexity, solving problems and building financial plans that aren’t just mathematically sound, but practical in real life.

I studied Economics, so I understand how markets operate. But I don’t use jargon. My goal is always to make complex ideas feel simple and empowering, so you feel in control and confident in the decisions you make. Clients don’t need to know jargon to know that something is going to work or it isn’t. I’m a firm believer that simplifying everything makes the most sense.”

Managing the emotional aspect

“It doesn’t matter how much money someone has; people often feel very similar emotions around it: uncertainty, fear, hope, stress, and joy. Early in my career, I thought wealth meant safety, but I quickly realised that emotions don’t disappear with money; they just change shape. That insight has shaped how I work: I meet them where they are, not where people assume they should be.

Before we talk about investments or strategies, I listen. Really listen. I want to understand clients’ dreams, worries and priorities. Once I know that, we can create a plan that’s not just financially sound, but emotionally right. Trust is everything, and good planning only begins when you feel you’ve been heard.”

Communication is key

“One of the toughest parts of financial planning? Communication. Everybody learns differently, and not everyone speaks the same financial language. So, I adapt how I explain things. Whether it’s visual tools, cash-flow models, or plain English, I tailor the conversation to clients so I can fully engage with them and understand the support they need to make their goals a reality.”

Building a financial framework

“There’s a misconception that financial planning is all about selling products. But for me, the product is the last piece of the puzzle, not the first. My job is to build the financial framework, not to push someone into something they don’t need. you into something you don’t need. Your values and goals come first.

I really value cash-flow modelling, because it makes our conversations visual, interactive, and forward-looking. It’s not about abstract forecasts, it’s about seeing how different choices shape what’s possible tomorrow. That clarity sparks hopeful, honest conversations.”

Learning and growing with the team

“I’m privileged to work with a team that’s not only smart but genuinely cares about doing the right thing for clients. Their experience and dedication push me to grow and learn every day. That collaboration makes our service stronger, and it means I’m always improving as a planner.”

Ryan Watt

WHO I HELP  

Individuals and families who are concerned about a sudden change in their financial lives. Retirees who want to plan their future. Business owners. 

HOW I HELP  

Financial planning. Client support. Review of financial plans. Financial plan implementation.  

“EMPOWERING PEOPLE TO TAKE CONTROL OF THEIR FINANCIAL FUTURE” 

Ryan Watt is a Chartered Financial Planner based in Glasgow, dedicated to helping clients take control of their financial futures with confidence and clarity. A true people person, Ryan loves hearing the stories that make each client unique – what drives them, what they hope to achieve, and what matters most in their lives. This allows him to provide advice that is genuinely tailored to each person’s goals and aspirations. 

For Ryan, being a financial planner is about more than numbers – it’s about transforming the way people feel about their lives and their sense of security. He takes pride in helping clients banish financial worries and to feel empowered in making informed decisions. Understanding that confronting finances can often feel daunting, Ryan’s approachable and supportive style helps clients feel at ease while navigating complex decisions. He ensures that each client knows they have someone on hand who understands their situation and who champions their goals 

Ryan’s aim is to make financial planning a positive, engaging, and even empowering experience, guiding people to not only secure their futures but to live the best life they can today. His combination of expertise, empathy, and genuine interest in people’s stories allows him to create lasting, meaningful relationships with his clients while making a real difference in their lives. 

PLANNING IS EVERYTHING 

“Life is all about having a good plan. Whether it’s managing the workload of supporting multiple clients, dedicating time to complete the steps necessary to become Chartered, or preparing a clear and effective presentation for a client, ‘winging it’ rarely produces the best outcome. Taking the time to plan carefully ensures that I can deliver the best advice and support to the people I work with.” 

“My approach is simple: armed with a good plan, there shouldn’t be anything daunting about your financial future. It’s about knowing what steps to take and when to take them, giving my clients clarity, confidence, and the reassurance that they have a structured path to achieving their goals.” 

 THE HUMAN SIDE OF FINANCIAL PLANNING 

“Building a strong relationship with a new client always starts with a great conversation. I believe that understanding the human side of someone’s story is just as important as understanding the financial side. By taking the time to listen, ask questions, and really get to know what drives a person, what matters most to them, and the goals they want to achieve, I can create a financial plan that is genuinely tailored to their life. The more I understand my clients as individuals, the better equipped I am to provide advice that not only meets their financial needs but also supports their wider ambitions and lifestyle.” 

“That personal connection is the foundation of every successful plan I deliver, and it’s what allows my clients to feel confident, supported, and empowered throughout their financial journey.” 

“I provide my clients with the peace of mind that, rather than simply hoping for the best with their finances, there is a well-considered long-term plan in place. This means less time spent worrying about finances and more time enjoying life.”

HELPING CLIENTS FEEL CONFIDENT AND EMPOWERED 

“The most satisfying part of my work as a financial planner is seeing the relief and confidence a client gains when we clarify their financial situation. There’s nothing better than helping someone leave a meeting feeling reassured that they are on track for a comfortable retirement. Equally rewarding is guiding clients who may not yet be on track – showing them the steps they need to take and empowering them to start working toward their ideal financial future.” 

“Being part of a team and the wider AAB organisation adds another layer of fulfilment. I’m surrounded by like-minded, future-focused colleagues who share the same commitment to equipping clients with the knowledge and tools they need to take control of their finances. That collaborative environment ensures we can provide the best support possible, making a real and positive difference in people’s lives every day.” 

FROM PLANNING TO PEACE OF MIND 

“One of the biggest challenges I see in my specialist area is helping clients make the mental shift from being lifelong savers to feeling confident about enjoying the fruits of their labour. Many clients find it difficult to spend the money they’ve worked so hard to save, and overcoming this requires a deep understanding of who they are and what motivates them. I take the time to learn what clients have always hoped to do once they retire or reach key milestones, then use tools like Cash Flow Modelling software to clearly demonstrate how much they can comfortably afford to spend. My goal is to reassure clients that their financial future is secure, while helping them feel empowered to enjoy it.” 

GUIDANCE WITH EXPERTISE AND CARE  

“A common misconception I’d like to clear up is that financial planners simply sell products or investments. In reality, these are just tools in our toolbox. What really matters is providing clients with a clear, personalised plan that guides them from where they are now to where they want to be, giving peace of mind and confidence along the way.” 

“I bring a combination of people-focused skills and technical expertise to my role. I genuinely enjoy getting to know clients, learning their stories, and uncovering their ambitions, which allows me to tailor advice to their unique situation. At the same time, my Chartered status from the Chartered Insurance Institute reflects the knowledge and years of experience I bring to ensure that every plan is robust, practical, and grounded in professional expertise.” 

LOOKING FORWARD TO THE FUTURE 

“I am particularly excited about the future of financial planning and the opportunities to make my advice even more impactful for clients. I have a strong interest in Cash Flow Modelling software; it is an extremely robust tool for forecasting clients’ financial futures. This technology will provide clients with a clear, visual representation of how their finances are structured over the years.  

I enjoy seeing planning discussions come to life in a way that allows clients to literally picture their financial future, helping them feel confident and empowered as they work towards their goals.” 

Greg McSneddon

Who I help

I work with a wide range of clients, from individuals and families planning for retirement to business owners across industries as varied as energy and entertainment.

How I help

I provide clear, tailored financial planning that helps clients make confident decisions for their future. Whether it’s retirement planning, cash flow modelling, or reviewing investments and protection needs, my focus is always on ensuring clients feel informed, reassured, and in control.

“I’m here to turn complex financial questions into clear, confident answers.”

Greg McSneddon is a Financial Planner based in our Aberdeen office. As a financial planner, Greg’s weeks typically involve meeting clients to review their plans, analysing any changes in legislation or personal circumstances, and making sure each client’s strategy still fits their goals. Alongside his client work, Greg commits to continuous professional development, staying ahead of financial trends so he can give the best possible advice. Using tools such as cash flow modelling, Greg is able to test different scenarios for clients and bring their future plans to life.

Greg began his career with what was meant to be a temporary summer job at Clydesdale Bank, but it quickly became much more. Discovering how rewarding it was to connect with people and help them navigate their finances was a turning point, and one that set him on a path to becoming a trusted financial planner.

Building partnerships for life

“For me, the foundation of any strong client relationship is trust. I believe in taking the time to really listen and understand what’s important to clients before giving any advice. Being transparent and open from the start helps me build long lasting relationships. When meeting with new clients, it’s important to understand what matters most to them.

At its heart, my work is about partnership. Walking alongside clients through every stage of their financial journey. From early career planning to retirement and beyond, I’m there to help them navigate change, adapt their plans, and keep sight of their long-term goals. It’s never just about managing money. It’s about helping people live the lives they’ve worked hard for with confidence, clarity, and peace of mind.”

Advice that benefits generations

“The most satisfying part of my role is watching the relief on a client’s face when they realise they have a plan they can trust in. It’s that moment when the worry lifts, and they understand they can enjoy life without financial stress.

One example that stands out is a client who was anxious about whether they could afford to retire early. We worked together to map out their financial future, exploring different options and stress-testing scenarios through cash flow modelling. The result was ‘life-changing’. My client felt confident enough to retire a decade earlier than planned, giving them more time to spend with their grandchildren. But better yet, this decision had a ripple effect for the family. It gave their child the freedom to return to a job they loved. Seeing the positive impact of good financial planning across generations is what makes my work so rewarding.”

Trust & Transparency

“Clients often tell me they see me as their ‘go-to person’ for anything financial, and that’s one of the greatest compliments I could receive. Many of my relationships span years, even decades, built on consistency, reliability, and open communication. I want every client to feel that they can pick up the phone and reach me whenever they need guidance.”

Clarity Through Complexity

“Financial planning can be daunting for many people, and I see my role as turning that complexity into clarity and confidence. Whether it’s explaining the impact of tax changes, building retirement models, or ensuring protection plans are in place, I make sure clients understand not just what we’re doing, but why.

A big misconception about financial planning is that it’s just about investing money. In reality it’s about understanding a client’s entire financial life. From cash flow and tax efficiency to family goals and long-term security, I take pride in showing clients that it’s not just about numbers, it’s about creating a plan that gives them freedom and confidence.”

An approach based on experience

“One of the biggest lessons I’ve learned in my career is the importance of tackling the difficult conversations early. Whether that’s preparing for unexpected life events or discussing how much someone can realistically spend in retirement, honesty and clarity are key. My goal is always to make sure clients feel reassured, not overwhelmed.

That’s why I never shy away from the tough topics, they often lead to the most meaningful outcomes. Helping clients face those questions head-on is what allows them to make confident, informed decisions for the future.”

Always Learning

“The financial landscape never stands still, and with that, neither do I as a financial planner. Continuous learning is a huge part of my week, whether it’s through further study or staying up to date with the latest economic developments. It’s vital to remain informed so I can adapt plans and advice to reflect changes in legislation or market trends.

That commitment to growth also helps me spot new opportunities for clients. Whether it’s a tax-efficient strategy or a smarter way to structure income in retirement, I’m always looking for solutions that make a genuine difference.”

Looking ahead

“At AAB Wealth, I’m surrounded by a team that shares that same client-first mindset. It’s a culture where collaboration thrives, and everyone genuinely wants to make the client experience the best it can be. That spirit of teamwork and shared purpose is something I’m proud to be part of.

I’m also passionate about using technology to enhance client experiences. From sophisticated planning tools to digital engagement platforms, I’m always exploring ways to make processes smoother and more intuitive. The goal is simple: to give clients more time and confidence to focus on what truly matters to them.”

Matthew Knight

WHO I HELP

Individuals. Families.

HOW I HELP

Retirement planning. Investment management. Financial life planning. Wealth structuring.

“A PLAN MAKES ALL THE DIFFERENCE.”

Matthew Knight is a Financial Planner based in our London Gatwick office, working with individuals and families to bring structure, clarity, and confidence to their financial lives. His role involves a variety of ongoing reviews, helping clients make important financial decisions, and guiding them through life transitions such as preparing for retirement, managing investments, or funding major goals.

UNDERSTANDING THE FULL PICTURE

“For me, it’s impossible to give the right advice without seeing the whole picture. I take time to understand not just the numbers, but the situation, the priorities, and the “why” behind a client’s goals. No two clients are the same, and that’s what makes the work interesting. Every situation requires a tailored approach, something I learned early in my career while developing my own style of advice. Over time, I’ve found that combining technical expertise with a clear, straightforward plan is what makes the biggest difference.

Strong relationships are built on clear expectations. My clients know what I need from them, and I know what they expect from me. That mutual understanding means they can trust I’m always working in their best interests, and I’ll go the extra mile to help them.”

WHEN MONEY STOPS BEING THE OBSTACLE

“One of the most rewarding moments in financial planning is seeing the shift when a client realises they can do more than they thought possible. That “penny drop” moment might mean retiring sooner, making a big lifestyle change, or helping a family member in a way they didn’t think was realistic.

I’ve had clients go from feeling stressed about a decision, like funding home improvements, to feeling completely at ease once they understood a tax-efficient way forward. Seeing that transformation is what makes this role so satisfying.”

A TEAM THAT OPENS DOORS

“Being part of AAB means having the support of great people and access to tax expertise across the wider team. It’s a collaborative culture where everyone’s willing to help, and it creates more opportunities to make a difference to more clients and families.”

PLANNING BEYOND THE MARKETS

“Changing laws and regulations mean we have to stay sharp to deliver the best client outcomes. I make a point of keeping my knowledge up to date, so every recommendation is relevant and robust.

A common misconception about financial planning is that it’s all about investment returns. In reality, investments are just one tool. What matters most is building a long-term plan for life, a framework that adapts to change and keeps clients moving toward their goals.”

LASTING SUPPORT FOR CLIENTS

“I’m keen, adaptable, and focused on building relationships that last decades, not just years. Clients know they’ll hear from me regularly, with transparent updates and clear explanations. Looking ahead, I’m always looking for ways to keep communication open and planning simple, because the right plan, kept up to date, really does make all the difference.”

David O’Doherty

WHO I HELP

Private individuals. Families. Business owners. Executives.

HOW I HELP

Retirement planning. Wealth building. Investment planning. Inheritance planning. Life transition support.

“BRINGING PURPOSE AND CALM TO FINANCIAL PLANNING”

David O’Doherty is a Financial Planner based in our London Gatwick office, working with clients who are building wealth, preparing for retirement, or navigating major life changes such as selling a business, inheriting assets, or changing careers.

FOCUSED ON WHAT MATTERS MOST

“When I meet a new client, I want to understand what their ideal life looks like and what they want to achieve. That bigger picture shapes every plan we create together. I believe it’s important for clients to know they have someone they can pick up the phone to, someone who will take the time to talk things through and help them see the options clearly. Clients know I’ve got their back, no matter what.

One client I was introduced to recently had come to us through a handover. Choosing to call and have regular conversations rather than send information over email meant we built a stronger relationship quickly. That early trust made it easier to work through their priorities and move their planning forward.”

HELPING CLIENTS FEEL MORE IN CONTROL

“The most satisfying moments for me are when clients realise they can do something they thought was out of reach, whether that’s retiring earlier than planned, taking more time for family, or funding a new venture. Sometimes, it’s not about a big decision at all; it’s about leaving a meeting feeling lighter because they’re no longer worrying about things being worse than they are.

I’ve seen people close to me worry about money, and I wanted to take those financial worries away from them. It struck me how powerful it can be to be able to help people navigate their financial decisions with confidence. I’ve now experienced the impact of showing someone they are in a stronger position than they expected, and how their confidence can change the way they approach everything else in life. Ultimately, I aim to support as many people as I can.”

A CLIENT FIRST APPROACH

“Our team’s collaborative culture is a huge part of why I enjoy my role. I’m surrounded by people who are committed to supporting one another and doing the right thing for our clients. That shared focus means we can offer the breadth of advice and reassurance people need when they’re making important decisions.”

STEADY GUIDANCE THROUGH CHANGE

“Managing uncertainty is one of the biggest challenges in financial planning. Markets shift, legislation evolves, and life can take unexpected turns. My approach is to create adaptable, resilient plans that give clients confidence no matter what happens. Regular reviews and open conversations keep everything relevant and on track.

A common misconception about my profession is that it’s all about investments. For me, investments are just one part of the process. It’s about setting clear goals, building a plan to achieve them, and then using the right tools to make it happen.”

WHAT I BRING TO CLIENTS

“My clients describe me as empathetic, clear, and reliable. They know I will explain things in a way that makes sense, follow through on my commitments, and be there when they need me. Looking ahead, I’m particularly interested in how AI can make our processes more efficient, freeing up more time to focus on the conversations and planning that make the biggest difference.”

Jenny Hampton

WHO I HELP

Private individuals. Families. Business owners. 

HOW I HELP

Retirement planning. Estate planning. Investment management. Financial forecasting. Legacy planning. 

“IT’S NOT JUST ABOUT FINANCIAL TARGETS; IT’S ABOUT THE BIGGER PICTURE” 

Jenny Hampton is a Financial Planner based in our London Gatwick office, working with private individuals, families, and business owners to help them make informed financial decisions and feel confident about their future. Her role is varied, meeting with clients, reviewing cashflow models, and updating financial plans. Jenny also invests time in staying ahead of industry and regulatory changes, attending internal and external training to ensure her advice is always relevant and robust. 

UNDERSTANDING WHAT’S IMPORTANT TO YOU 

“My starting point with any client is understanding what’s important to them about money. That’s non-negotiable for me. It’s not just about their financial targets; it’s about the bigger picture, their values, and the life they want to live. 

One of the most rewarding relationships I’ve built was with a couple in their early 50s who felt overwhelmed about retirement planning. They had multiple pensions and savings, but no clear idea of how it all fitted together. I spent our early meetings listening, asking the right questions, and mapping out their lifestyle priorities. By creating a clear visual forecast, they could finally see how today’s decisions would shape their future. That clarity gave them the confidence to move forward with purpose.” 

FROM UNCERTAINTY TO CONFIDENCE 

“For me, the most satisfying part of my role is watching clients move from a place of uncertainty to a place of clarity. Many people start the process feeling unsure about whether they’re saving enough, whether they can retire when they want to, or how they can leave a meaningful legacy. 

A recent example that stands out is a client in her early 60s who wasn’t sure if she could afford to retire. She had pensions, ISAs, and cash savings, but no clear plan. I worked with her to build a financial forecast, modelling different scenarios such as higher spending or long-term care. By showing her that her life was affordable and sustainable, she gained the confidence to step into retirement knowing her future was secure.” 

COLLABORATIVE CULTURE 

“What I value most about being part of the team is the collaboration. I have access to a wide range of expertise, from tax and legal to investment specialists, all under one roof. It means we can deliver advice that is genuinely holistic, while maintaining the personal relationships that matter most to our clients.” 

NAVIGATING UNCERTAINTY WITH FLEXIBLE PLANNING 

“One of the greatest challenges in financial planning is the uncertainty, particularly in areas like estate and inheritance planning. Legislation changes, personal circumstances shift, and no one can predict exactly how things will unfold over decades. 

My approach is to build flexible, adaptable strategies and communicate openly with clients about the assumptions we’re working with. We can’t control every variable, but we can plan in a way that keeps them on course regardless of what life throws their way.” 

MORE THAN JUST MONEY MANAGEMENT 

“There’s a misconception that financial planning is just about investments or pensions. While those are important tools, my role is really about helping people make informed choices, set achievable goals, and feel in control. 

The top strengths I bring to the team are my ability to build lasting, trust-based relationships, my willingness to challenge the norm, and my commitment to getting things done. Clients know that when I say I’ll do something, I will – and that reliability builds trust over time.” 

LOOKING TO THE FUTURE 

“I’m passionate about continuing to develop my skills in relationship building and communication. I also see huge potential in AI to enhance, not replace, the human side of financial advice. Used well, it can make the planning process more efficient, so we can spend more time focusing on what matters most, our clients and their goals.” 

Elizabeth Hollamby

WHO I HELP

Business owners. Senior executives. High-net-worth families. Individuals navigating sudden wealth. Parents preparing the next generation to manage family assets.

HOW I HELP

Strategic planning. Modelling for new life chapters. Exit strategies. Wealth transfer. Holistic financial advice.

“I TURN COMPLEXITY INTO CLARITY, SO YOU CAN MOVE FORWARD WITH CONFIDENCE.”

Elizabeth Hollamby is a Financial Planner based in our London Gatwick office, guiding clients through pivotal life transitions with calm, clarity, and a focus on what truly matters to them. Her role involves strategic planning, client meetings, and collaborating with tax and legal experts. That might mean updating complex structures, modelling scenarios, and integrating specialist input, or meeting clients to review plans and adjust for life changes. She is also passionate about her professional development, staying current with industry shifts so her advice remains ahead of the curve.

THE DRIVING FORCE: HELPING PEOPLE

“Helping people has always been at the heart of what drives me. I really enjoy sitting beside my clients as they go through life’s milestones, no matter how big or small and celebrating the wins together.

Most clients start their Financial Planning journey feeling overwhelmed, facing uncertainty, or just needing someone to listen. I create a safe space and focus on building trust first, this way we uncover the real drivers behind their goals, and that’s when the plans we create together become not only technically sound, but deeply meaningful.”

BUILDING TRUST BY LISTENING FIRST

“My first meeting with any new client is all about active listening. I want to understand their values, their life goals, and their concerns. When people feel genuinely heard, they’re more confident in the plan we build together.”

GUIDING CLIENTS THROUGH MAJOR TRANSITIONS

“Some of the most rewarding moments in my work come during big life changes. I recently worked with clients who had just sold their family business, an emotional milestone that left them with a significant cash balance. While their long-term plan was in progress, they were unsure how to manage the immediate funds securely.

We went through a detailed cash flow review, then structured a strategy to optimise FSCS protection and interest generation by splitting the proceeds across instant-access and fixed-term accounts. It gave them peace of mind and breathing space after such a major event, and turned what could have been an overwhelming period into a confident next step.”

SEEING DREAMS BECOME REALITY

“The best part of my role is seeing a client’s face when they realise a dream, whether it’s buying a home, gaining clarity on the next chapter in their life, or knowing their children’s future is protected. That spark of relief and excitement is why I do what I do.

I’m also lucky to be part of a highly collaborative team. I can tap into the knowledge of pensions specialists, tax experts, and legal advisers to deliver fully rounded solutions for clients. It’s a culture of learning and shared expertise, which makes our advice even stronger.”

FACING CHALLENGES WITH CLARITY

“One of the biggest challenges in financial planning is balancing complex, ever-changing regulations with a client-first approach. My focus is on staying proactive, upskilling constantly, and delivering clarity at every stage.

A common misconception about financial planning is that it’s only for the ultra-wealthy. In reality, it’s about enabling choices and protecting futures, whatever your starting point. The peace of mind it brings is universal.”

LOOKING AHEAD

“I’m eager to continue developing my understanding of behavioural finance, so I can better guide clients through decision-making in times of uncertainty. I’m also exploring ways technology can enhance the client experience, making it more engaging, intuitive, and collaborative without losing the personal connection that’s so important.”

Simon Reynolds

WHO I HELP

Business owners. Private individuals. Families.

HOW I HELP

Wealth building. Wealth protection. Tax mitigation. Succession planning.

“BUILDING AND PROTECTING YOUR WEALTH.”

Simon is a Chartered Financial Planner and Fellow of the PFS with over three decades of experience advising clients. Based in our London office, he works with a broad range of individuals, families, and business owners, often at pivotal points in their financial journey.

Simon’s role involves spending time directly with clients, either in detailed review meetings with long-standing relationships or with potential new clients exploring how we can best serve them. He also dedicates time to strategic business growth, ensuring that new clients benefit from the same high level of service existing clients expect.

Simon’s advice is rooted in technical expertise built up since 1994, but he’s just as focused on the human side of financial planning. “You can have all the knowledge in the world, but if you can’t connect with someone and understand their needs, you won’t make an impact. The best advice happens when you combine skill with empathy.”

PUTTING CLIENT PRIORITIES AT THE HEART OF THE PLAN

“I start every client relationship by finding out what really matters to them, what they want their money to achieve, the life they want to live, and the people they want to provide for. For me, financial planning isn’t about selling products or ticking boxes, it’s about building a plan around a client’s ‘why.’

For many of my clients, the journey begins well before a major event like selling a business or receiving a large inheritance. I’ve worked with families years in advance of those moments, helping them structure their affairs, understand the tax implications, and ensure they have a clear plan in place for what comes next. Once the event happens, it’s about shifting the focus to preservation, security, and intergenerational planning, making sure their wealth works for them and the generations to follow.”

GIVING CLIENTS REASSURANCE AND CLARITY

“One of the most satisfying aspects of my role is hearing a client say, at the end of a meeting, that they feel more relaxed and reassured than when they walked in. That tells me we’ve delivered clarity about where they stand and confidence in the future.

I remember one couple who were anxious about whether they could afford to retire early. We went through their plan in detail, factored in every variable we could, and stress-tested the numbers. By the end of the meeting, they realised they weren’t just able to retire, they could do it in a way that supported their lifestyle and left a meaningful legacy for their family. That’s when the work feels truly worthwhile.”

NAVIGATING CHANGE WITH CONFIDENCE

“Rules change regularly, tax rules, pension rules, investment regulations, and that can feel overwhelming for clients. My job is to make sure they don’t get distracted by short-term changes or market noise.

From the outset, I explain that volatility in returns is not only inevitable but perfectly normal. Setting that expectation early helps clients stay calm when markets are unpredictable. I also make sure they know that our relationship is ongoing, financial planning is not a one-off exercise, it’s a constant process of review, adjustment, and keeping everything aligned with their life and goals.”

RELATIONSHIPS BUILT ON TRUST

“The greatest compliment a client can give me is to say they trust me, and then to introduce me to their friends or family. Those referrals mean that the relationship has gone beyond transactions; it’s a partnership.

I’ve had the privilege of working with multiple generations of the same family, starting with the parents as they built their business, then guiding them through its sale, and now advising their adult children as they establish their own financial futures. That continuity is incredibly rewarding; it’s about more than protecting wealth, it’s about protecting relationships and values over time.”