Sharon Taylor
WHO I HELP
High-net-worth individuals. Entrepreneurial clients. Families.
HOW I HELP
Wealth management. Succession planning. Retirement planning. Complex financial structuring.
“CLARITY, CONFIDENCE, AND CALM, WHATEVER LIFE BRINGS.”
Sharon Taylor is a Financial Planning Director based in our London Gatwick office, specialising in helping clients navigate complex financial landscapes with strategic, holistic advice. With over 15 years of experience in financial planning, Sharon works with high-net-worth individuals, entrepreneurial clients, and families, often at pivotal moments in their financial lives. Many are business owners preparing for succession, professionals with complex multi-jurisdictional needs, or families seeking to preserve and grow wealth across generations.
Sharon’s role involves a dynamic blend of strategic planning, client meetings, and collaboration with the wider team. She spends significant time engaging directly with clients, reviewing plans, discussing life changes, and making sure financial strategies remain firmly aligned with their goals. Whether working alongside investment experts, tax specialists, or legal advisers, Sharon ensures every piece of advice is fully integrated, giving clients complete confidence in their financial future.
PUTTING PEOPLE FIRST
“I’ve always been drawn to helping people make confident, informed decisions. Early in my career, I saw how powerful financial planning could be in transforming lives, not just financially, but emotionally. That was my lightbulb moment. I knew I wanted to build long-term relationships where I could make a meaningful difference.
My strength lies in simplifying complexity. I enjoy taking intricate situations and breaking them down, so clients feel informed, empowered, and in control. At the heart of my work is listening, really listening, to what matters most to each client, so the advice we create together reflects not just their finances, but their values and aspirations.”
BUILDING TRUST FROM THE START
“I always start by listening to a client’s story, their values, and what keeps them up at night. That understanding builds trust from the outset. Transparency is non-negotiable; clients need to know I am firmly in their corner, always acting in their best interest.
I remember working with a business owner navigating the emotional and financial complexities of selling their company and planning for retirement. By being present, patient, and proactive, we built a relationship grounded in trust. Years later, I’m still their first call when life changes. For me, that’s the highest compliment, knowing clients see me as their long-term partner.”
HELPING CLIENTS FIND PEACE OF MIND
“The most rewarding moments come when a client realises that they’re truly in control of their future. Seeing that sense of relief and confidence when they know they have a plan that works for them, it’s why I do what I do.
One recent example involved a complex inheritance issue spanning multiple generations and jurisdictions. The client was concerned about preserving family wealth while honouring their values. By working closely with legal and tax experts, we developed a clear, integrated plan that met every objective. They told me, ‘You’ve given us peace of mind.’ That simple phrase means everything, it tells me I’ve done my job well.”
NAVIGATING COMPLEXITY WITH STRATEGY AND EMPATHY
“Managing complexity, whether in tax, succession planning, or investment strategy, is a constant challenge in my role. My approach is to break things down into manageable steps, collaborate with the right specialists, and keep the client’s goals at the very centre of everything.
One of the biggest lessons I’ve learned is the importance of balancing technical expertise with emotional intelligence. Early in my career, I focused heavily on the numbers. Over time, I realised the most impactful advice comes from understanding people, their values, fears, and aspirations. That shift has transformed the way I work and the depth of the relationships I build.”
LOOKING TO THE FUTURE
“I’m passionate about exploring how technology can improve the client experience, through better data visualisation, more accurate scenario modelling, and more seamless communication. I’m also committed to staying ahead of the curve when it comes to tax changes, regulatory developments, and investment opportunities, so my clients benefit from advice that is both technically robust and future-focused.
Ultimately, my goal is to give clients clarity, confidence, and calm, whatever life brings, so they can focus on living the life they want, knowing their finances are in safe hands.”
Jamie Stanford
WHO I HELP
Private individuals. Families. Business owners. Senior executives.
HOW I HELP
Financial planning. Retirement modelling. Investment strategies. Tax planning.
“CLARITY THROUGH EVERY STAGE OF LIFE.”
Jamie Stanford is a Chartered Financial Planner based in our London Gatwick office, helping clients navigate life’s major transitions with confidence, clarity, and a plan that truly reflects their goals. His role involves a blend of new and ongoing client meetings, strategic planning sessions, and collaboration with the wider team to ensure portfolios remain aligned with each client’s evolving circumstances. Much of his time is spent reviewing and refining financial plans, particularly for clients approaching key life milestones such as retirement, selling a business, or passing wealth to the next generation.
BUILDING TRUST FROM THE VERY START
“I always begin by really understanding what matters to a client, not just financially, but personally. It’s not enough to know their balance sheet; I need to know their values, priorities, and what keeps them up at night. That active listening builds trust from the start and ensures my advice is truly tailored.
I learned early in my career that numbers alone don’t create lasting client relationships. You have to connect on a human level. That’s where the trust is built, and that’s what sustains a relationship over the years.”
SUPPORTING CLIENTS THROUGH LIFE’S UNEXPECTED MOMENTS
“One of the most rewarding parts of my job is helping clients through difficult, unplanned changes. I once worked with a couple who were in the process of selling their business when one of them received a serious health diagnosis. It was a deeply emotional time, and they needed more than just financial advice, they needed reassurance and stability. By being available, honest, and compassionate, I was able to guide them through the process, adapt their plans, and help them feel secure about their future.
More recently, I supported a long-standing client facing an urgent decision about early retirement due to health concerns. We restructured their plan quickly, modelling multiple income scenarios so they could make an informed choice. They retired earlier than expected, confident they could still maintain their lifestyle. That’s the power of having a flexible, well-thought-out plan.”
SEEING THE RELIEF AND CLARITY CLICK INTO PLACE
“The most satisfying moment for me is when a client realises their goals are not just dreams, they’re achievable. You can see their shoulders relax and their whole perspective shift. That sense of relief and clarity is why I do this work.
It’s also why I value being part of the team. The collaborative culture means I can draw on colleagues’ expertise, whether that’s complex tax structuring, legal planning, or investment analysis, to deliver truly holistic solutions. That breadth of support ensures clients get the very best advice in every area.”
NAVIGATING UNCERTAINTY WITH CONFIDENCE
“Uncertainty is the biggest challenge in my profession, whether it comes from markets, legislation, or life itself. My role is to create plans that are resilient enough to weather those changes. That means building strong foundations, planning flexibly, and communicating clearly so clients always feel prepared, whatever comes next.
A common misconception about what I do is that financial planning is all about investments. While investments are important, real financial planning is about aligning money with values and life goals. The returns that matter most are often peace of mind, security, and the freedom to make life choices with confidence.”
LOOKING AHEAD
“I’m excited about how technology can enhance the client experience without replacing the personal connection that’s at the heart of what I do. I’m exploring how AI tools and digital planning platforms can make financial planning more engaging and accessible, giving clients real-time insights while still benefiting from the guidance of a trusted adviser.
Ultimately, my role is about providing clarity through every stage of life, helping clients see their path clearly, navigate changes with confidence, and know that they have a plan that truly reflects what matters most to them.”
Colin Judd
WHO I HELP
High-net-worth individuals. Business owners. Senior executives.
HOW I HELP
Wealth management. Retirement planning. Intergenerational wealth transfer. Investment strategy.
“CLARITY, CONFIDENCE, AND CALM, NO MATTER THE MARKET.”
Colin Judd is a Financial Planning Director based in our London office, providing strategic, holistic advice to help clients navigate life’s big transitions. With two decades of experience in financial planning, Colin works with high-net-worth individuals, business owners, and senior executives, many of whom are approaching retirement or managing significant life changes such as selling a business, receiving an inheritance, or planning wealth transfers between generations.
Colin’s time is often split between client meetings, strategic planning sessions, and mentoring junior advisers. He dedicates many hours to preparing and reviewing comprehensive financial plans, ensuring they remain aligned with clients’ evolving goals. He works hand in hand with tax and legal professionals to deliver joined-up advice, often addressing complex needs that require a coordinated, multidisciplinary approach. Some weeks focus on client reviews and performance analysis, others on onboarding new clients or refining investment strategies in response to market changes. But regardless of the task, Colin’s constant aim is to bring clarity, confidence, and calm to every financial decision.
PUTTING PURPOSE BEFORE NUMBERS
“I always start by understanding a client’s ‘why.’ Before we talk numbers, I want to know what matters most to them: family, freedom, or legacy. That foundation of trust and empathy is non-negotiable.
For me, financial planning began with a fascination for how financial decisions shape lives. Over time, I came to realise that this profession allows me to combine technical expertise with meaningful human impact. Financial planning isn’t just about money; it’s about helping people live the lives they want with the security and freedom they need. When you understand what drives a client, you can design a plan that’s not just effective on paper but meaningful in real life.”
BUILDING TRUST THROUGH CONSISTENCY AND TRANSPARENCY
“One client came to me after selling their business, overwhelmed by the complexity of their new financial situation. We took the time to map out their goals, simplify their portfolio, and build a tax-efficient income strategy. Over time, that relationship grew into one of deep trust, they now refer their children and friends to me.
What made it work was consistency, transparency, and being available when it mattered most. For me, the most rewarding moments are when clients realise their goals aren’t just dreams, they’re achievable.”
SUPPORTING CLIENTS THROUGH LIFE CHANGES
“Many of my clients are navigating complex changes in their lives. A recent example involved a client navigating a difficult divorce while trying to protect their long-term financial security. I worked closely with their solicitor to secure a fair settlement, restructured their investments, and built a new financial plan that gave them peace of mind and a fresh start.
The greatest compliment I’ve ever had from a client was, ‘You’ve helped me sleep at night.’ That’s what it’s all about, knowing that our work gives people the reassurance and confidence to move forward.”
STAYING FOCUSED IN A WORLD FULL OF NOISE
“One of the biggest challenges in financial planning is helping clients stay focused on long-term goals when the world is full of short-term noise. I approach this through education, regular communication, and a disciplined planning process that keeps emotions in check.
I also believe strongly in mentoring younger advisers and contributing to the strategic direction of the firm. I’m particularly interested in how technology can enhance the client experience, from intuitive planning tools or better data visualisation. I also have a keen interest in exploring sustainable investing trends and how they align with clients’
Glenn Brophy
Who I help
Private individuals. Executive clients. Small business owners.
How I help
Financial planning. Wealth planning. Legacy planning. Cash flow modelling.
“I give clients peace of mind by helping them make clear, confident decisions about their future.”
Glenn Brophy is a Director in our Wealth team, based in our London office. He works with a wide range of clients, creating financial plans that turn ambitions into reality and build confidence for retirement.
For Glenn, it’s about more than numbers; it’s about providing clarity, reassurance, and a sense of control. He does this by being proactive, honest, and supportive, always taking the time to truly care about the outcome for every client he works with.
Variety in the day-to-day
No two weeks are ever quite the same, but there are a few things I can always count on. I spend a big part of my time in client reviews, updating financial plans to reflect life changes, and because of the advancements in technology, most of them happen virtually over Teams.
Between meetings, I’m prepping, checking in with clients, and catching up with my team. Those team catch-ups are important; they give us the chance to make sure we’re all on track with upcoming cases and reviews.
Honesty is key
“When I meet a new client, I treat them with the same care and honesty I’d give to a family member. That’s a non-negotiable for me. It’s about respect, trust, and making sure they know I’m genuinely on their side.
I think patience and honesty go a long way in this role. Clients want someone they can trust, and I take that seriously. I listen carefully, ask the right questions, and keep things open and straightforward. My job isn’t to complicate, it’s to guide people towards clarity and confidence about their future.”
Help at every stage of the journey
“I work with a broad mix of clients, from executives and small business owners to private individuals and families. Many are still in the wealth-building stage, while others are approaching or enjoying retirement. It’s rewarding to help people at different stages of life and see how their goals evolve.”
A people-focused role
“Some people think financial planning is all about selling something. That couldn’t be further from the truth. My role isn’t about products, it’s about people. It’s about helping them achieve their life goals, ambitions, and dreams.
One client I’ll never forget came to me after being made redundant late in their career. They were anxious, convinced they couldn’t retire and worried about finding another job at their age. We spent time going through cash flow forecasting together, and it showed that they could, in fact, retire comfortably and maintain their lifestyle. Watching the relief on their face, and knowing I’d helped lift that burden, was incredibly powerful. That client still tells me how grateful they are.”
Team mentality
“Being part of AAB is about more than just the day-to-day work. It’s about the teamwork, the support, and the credibility we have as a group. I’ve got access to brilliant resources and people, and together we’re stronger.”
Valued support
“The greatest compliment I’ve received from a client is: ‘We couldn’t have done this without you.” Those words stay with you. It goes beyond just a simple thank you. Knowing that my clients genuinely appreciate my support and knowing I’m making a difference for them is what keeps me motivated.”
An always learning mindset
“I bring integrity and experience to everything I do. I like to share that experience with colleagues, because we all grow stronger together. And I think a good sense of humour helps too, finance is serious, but that doesn’t mean every conversation has to be.
Right now, I’m going through a period of transition, broadening both my technical and presentation skills. It’s a challenge, but a welcome one. The goal is simple: to keep improving, so I can deliver even more for the people I work with.”
Dante Peters
WHO I HELP
High-net-worth individuals. Business owners. Executives. Multi-generational families.
HOW I HELP
Wealth management. Succession planning. Legacy building. Strategic leadership. Mentoring.
“LEADING WITH CLARITY AND EMPATHY. ACTING WITH PURPOSE.”
Dante Peters is based in our London Gatwick office, guiding clients and teams towards long-term success. With a background in finance, leadership, and client strategy, Dante specialises in helping high-net-worth individuals, business owners, and multi-generational families navigate the complexities of wealth, succession, and legacy.
He works at both a strategic and personal level, meeting with senior leadership, engaging with key clients, and representing the team externally, while also mentoring colleagues and ensuring the firm’s culture remains strong, collaborative, and value-driven. For Dante, no two weeks are the same, but everyone is focused on driving growth, innovation, and exceptional client outcomes.
A CAREER BUILT ON PURPOSE AND PEOPLE
“I’ve always been interested in people and in creating a positive impact in their lives. The turning point for me came early in my career when I realised that financial planning done well could transform lives. People are so much more than money, and the best planning is about helping them align their financial resources with their personal vision.
That realisation, combined with my passion for leadership, naturally led me to my current role. My approach is always holistic. Money is important, but only in the context of the life a client wants to live. I work to ensure our clients receive exceptional, personalised service that makes a real difference.”
LISTENING IS THE FOUNDATION OF TRUST
“Understanding a client’s story, values, and goals is the first step to building a strong, lasting relationship. I listen closely, not just to the facts, but to the emotions, concerns, and aspirations that shape their decisions.
One client came to us during a major life transition. By taking the time to understand not just their financial needs but their emotional drivers, we built a relationship that has lasted more than a decade. That’s what trust looks like, it’s built over time, through listening and showing you genuinely care.”
GUIDING CLIENTS THROUGH COMPLEX CHALLENGES
“A client once came to me feeling stuck around money, unable to see a clear way forward. I gave them the time and space to talk about what they really wanted from life, then linked those aspirations to a practical, integrated financial strategy. By coordinating advice across tax, investment, and estate planning, we delivered a service and solution that exceeded their expectations.
The greatest compliment I’ve received from a client came from that very meeting: ‘I now feel that I have a track to run on. I know what I want out of life and how my money fits in. You made the complex feel simple, and I know I have enough to live my life.’ That’s exactly why I do this work.”
LEADING WITH VISION, CLARITY, AND EMPATHY
“My leadership style is grounded in empowerment. I set a clear vision, then give people the autonomy and support to achieve it. I believe in transparency, open dialogue, and valuing every perspective. Accountability and continuous improvement are equally important, both for myself and for the team.
Ultimately, I want to create an environment where people feel inspired, trusted, and motivated to do their best work. That’s just as true for our internal culture as it is for our relationships with clients.”
SEEING BEYOND THE NUMBERS
“One of the biggest misconceptions about wealth management is that it’s all about numbers. In reality, it’s about people, their relationships, their goals, and giving them the clarity and confidence to live the lives they envision.
Navigating rapid change, whether regulatory, technological, or economic, is a constant challenge. I meet it by staying informed, being agile, and fostering a culture of continuous learning. I’m particularly interested in how AI and data analytics can deepen our understanding of clients and help us anticipate their needs, while also exploring areas such as financial life planning to make sure our advice reflects the whole person, not just their balance sheet.”
Lianne Lodge
WHO I HELP
Private individuals. Families. Personal injury clients.
HOW I HELP
Financial planning. Advice to Trustees. Cashflow modelling. Wealth structuring. Legacy planning.
“UNDERSTANDING WHAT’S IMPORTANT TO CLIENTS AND HELPING MAKE THAT HAPPEN.”
Lianne Lodge is a Financial Planner based in Edinburgh, specialising in helping individuals, particularly those navigating life-changing events, gain clarity and control over their financial future. With a background in law and nearly 20 years as a solicitor, Lianne brings deep technical expertise, strong communication skills and a profoundly human approach to every client relationship.
She now focuses on personal financial planning, with a specialist interest in supporting individuals with Personal Injury Trusts. These are clients who may have experienced a major changing life event, and Lianne aims to guide them through complex decisions with compassion, care and clarity. At the heart of her role is not just managing money, but making life better, step by step.
A NEW CHAPTER ROOTED IN RELATIONSHIPS
“Financial planning is a second career for me. I was a solicitor for almost two decades, and although I loved supporting individuals and charities, the nature of legal work often meant I only saw clients when things had gone wrong, or once every few years. I realised I wanted to play a more regular, active role in people’s lives.
The part of my legal career that I loved was building relationships and being there to support people through change. Financial planning allows me to do exactly that, just in a different way. Now, instead of transactional interactions, I have the opportunity to grow long-term relationships and be part of clients’ lives as they evolve.”
EVERY PERSON, EVERY PLAN, EVERY STEP MATTERS
“With my legal background, I’ve seen what can go wrong when people don’t plan, or when plans are made without seeing the full picture. I use that experience positively now. I work with clients to create long-term financial solutions that take everything into account: their money, yes, but also their family, values and personal goals.
One of the most important lessons I’ve learned is that big decisions can feel overwhelming. I’ve seen people paralysed trying to fix everything at once. But every journey starts with a single step. I help break things down into manageable, meaningful actions that bring clarity and momentum. Each step makes the next easier.”
BEING GENUINE BUILDS TRUST
“Trust is everything. It’s essential that clients feel they can be open with me, and that means being open with them too. One non-negotiable for me is being genuine. I work with people who want to work together. We’re partners in this. I want them to know I care not just about their finances, but about their lives and goals.
What I love most about my work is the updates. As a solicitor, I often saw people at difficult times. Now, I get to share in the good moments too, seeing a client share baby photos, buy a new car.”
Patrick Christie
WHO I HELP
I work with families, helping them to lead the lives they want to live and supporting both parents and children to effectively achieve their definition of success. I also deal with private individuals, high-net-worth individuals, couples, families, and business owners.
HOW I HELP
I support clients by using a coaching approach to identify what is most important to them, combining this with financial planning, detailed tax planning, and financial modelling.
“HELPING YOU TO UNCOVER AND ACHIEVE YOUR GOALS.”
Patrick Christie is a Financial Planner based in our Charlotte Square office in Edinburgh. His role involves meeting with clients, understanding what is important to them and how he can provide them with support and guidance in identifying and achieving financial success and security.
Patrick specialises in assisting couples in the years (possibly decades) leading up to retirement and in retirement or who are looking to balance their own aspirations with assisting their children and ensuring efficient overall family tax positions. He also assists children of wealthy families to plan well for their futures when dealing with receiving large financial gifts and inheritances and accumulating their own funds.
LOOKING AT THE WHOLE PICTURE
“For me, an ideal client relationship is one in which my clients feel that they can fully trust me to guide them when dealing with their finances. The real magic happens when a relationship moves from dealing with specific questions on individual topics to truly and holistically looking at a family’s whole picture. I am honoured to be trusted enough to have my clients share their hopes and dreams with me and I enjoy taking the time to uncover what is most important to them to enable them to see what can be achieved for their future.
Clients expect excellent financial knowledge and a high level of attention to detail from me. They require advice that is more than just a snapshot in time but considers their broader picture and flexes with them as circumstances evolve. Ultimately, I believe clients expect that our relationship will develop and last, and that I fully understand their goals and treat those with as much care and respect as I do my own.”
GETTING TO KNOW WHAT IS IMPORTANT TO YOU
“Without a doubt, I find the most satisfying aspect of my work to be meeting with clients and transforming their perspective from worried or unsure to reassured and relaxed. Until you meet and engage with the person behind the finances, they are only a textbook problem. Once you meet, you can identify what’s important to them and how you can support them. This is where I feel I can truly make a difference for someone.
I absolutely love working face-to-face with clients. This is my preference, and I feel this allows my clients to get the most out of our time working together, but always in conjunction with the use of the best tools and technology. Incorporating tech, like cashflow modelling and the intelligent use of other tools, can only enhance a relationship, but identifying the essence of the relationship is often accomplished best face-to-face.”
OVERCOMING CHALLENGES TOGETHER
“In the areas I deal with, a word that comes up frequently is transition. That might be a couple moving into a new phase of life, beginning to engage in passion projects rather than working for a salary, or a client’s child getting to grips with what an inheritance means for them. Many of my clients are in the midst of a type of transition. This can create numerous challenges around how to identify objectives, achieve the best for a client and support them during this time. I use financial coaching throughout my work as a guide at this stage rather than dictating the answer. I believe that with support, clients have their own answers, and this guidance enables them to achieve their best result.”
CLIENTS ARE MY PASSION
“My greatest strengths are in explaining complex topics to clients and enabling them to feel that I and they understand exactly what is happening with their finances. I believe my technical knowledge of tax planning and investment enables me to be a real asset not only to my clients but my wider team.
Truthfully, if I feel my clients are not able to sleep at night, neither can I. One of the greatest compliments I received from a client when talking about her parents, who are also clients, was “Thank you for everything you have done for Mum and Dad. I couldn’t have asked you for anything more. I’d love for you to help my daughter in the future”. I don’t believe there can be a higher compliment from a child or a parent.”
Helen Learmonth
WHO I HELP
I work with a diverse array of clients, including individuals and families, guiding them through complex financial landscapes with confidence and clarity. My primary focus is on understanding each client’s unique needs, I aim to provide personalised advice that empowers clients to make informed decisions aligned with their long-term financial aspirations.
HOW I HELP
I offer support through life transition coaching, cash flow modelling, independent investment advice, and guidance regarding care needs and local authority support.
“ENABLING YOU TO DREAM AND ACHIEVE GOALS YOU NEVER THOUGHT WERE POSSIBLE.”
Helen Learmonth is a Financial Planner based in our Charlotte Square office in Edinburgh. With years of experience, she has become a trusted advisor to a wide range of clients, particularly those who have received substantial medical negligence and catastrophic injury settlements. Helen specialises in guiding clients through challenging and often unexpected circumstances, helping them make informed decisions that align with their goals and situations. Her client-focused approach recently led one client to affectionately refer to her as their ‘fairy godmother.’
AN IDEAL RELATIONSHIP
“I envision an ideal client relationship as long-lasting and built on trust, characterised by open and ongoing dialogue to achieve the best possible outcomes. Clients seek someone who understands their needs, is familiar with their circumstances, and possesses extensive experience working with individuals like them. The foundation of a successful relationship is trust and mutual respect, where clients feel comfortable sharing their concerns and aspirations. I strive to create an environment where clients feel supported and confident in their decision-making. By normalising their circumstances and simplifying the complexities of financial planning, I help clients regain control over their financial futures. Whether navigating housing needs, care requirements, or trustee responsibilities, I believe the best outcomes arise from a collaborative process that includes thoughtful discussion and careful consideration of all options.”
GUIDING YOUR JOURNEY
“Guiding and supporting clients is one of the most rewarding aspects of my role. Witnessing clients grow and establish their ‘new normal’ empowers them to dream and achieve goals they once thought impossible after their settlements. Helping them build confidence and a deeper understanding to make informed decisions is the core motivation behind my work. I also greatly enjoy mentoring fellow financial planners, fostering technical and emotional intelligence in this field, particularly through coaching during meetings.”
HELPING YOU NAVIGATE THE UNEXPECTED
“Many of my clients find themselves in vulnerable situations due to unforeseen circumstances that often arise without adequate preparation. In these moments, they need access to support and guidance. I take pride in engaging with clients to steer them in the right direction, helping them avoid unnecessary procrastination or emotional overwhelm. Regardless of the situation, I address challenges swiftly and efficiently, serving as a sounding board so clients can make their best decisions.”
NOTHING IS MORE IMPORTANT THAN OUR PEOPLE
“I view financial planning as a vital component of overall well-being, and I am committed to positively impacting more lives. This commitment includes providing clients with sound financial advice and inspiring the next generation of financial planners to discover their niche, develop expertise, and advance the profession. I see my role as a coach, supporting clients as they embark on their unique journeys.”
Duncan Glassey
WHO I HELP
I specialise in guiding clients who have recently come into ‘sudden wealth’. My clients include individuals and families who have experienced significant financial windfalls, such as business sales, lottery wins, retirement, inheritances, or major injury settlements. I understand the unique challenges that accompany these transitions and work closely with clients to navigate them effectively.
HOW I HELP
As a Chartered Financial Planner, I bring extensive expertise to every client relationship. My independent and holistic approach addresses immediate financial concerns while laying the groundwork for long-term security. I believe in empowering clients through education, enabling them to make informed decisions that align with their values and aspirations.
“SUPPORTING YOU THROUGH LIFE’S UNEXPECTED FINANCIAL WINDFALLS.”
Duncan Glassey is a Chartered Financial Planner based at our Charlotte Square office in Edinburgh. With a career dedicated to assisting clients through sudden wealth events, Duncan has become a trusted advisor for many navigating significant life transitions. His extensive experience allows him to provide exceptional service to clients with complex and diverse needs. Duncan’s approach focuses on guiding clients through both the emotional and financial aspects of sudden wealth, helping them make informed decisions that secure their future. His commitment to clients is evident in the long-term relationships he cultivates, empowering them to lead fulfilling lives.
AN IDEAL RELATIONSHIP
“I envision an ideal client relationship as a long-term partnership rooted in trust, education, and empowerment. Clients expect consistency and rely on my availability, not just for themselves but for their families as well. The most rewarding aspect of my work is witnessing clients grow in knowledge and confidence, ultimately leading the lives they aspire to. Whether supporting clients directly or mentoring fellow financial planners, my goal is to help others realise their potential and achieve success in both their professional and personal lives.”
GUIDING YOUR JOURNEY
“Financial planning is, in my view, the most intimate of all professional services. It supports clients comprehensively, guiding them through life’s complexities. I am committed to raising industry standards and believe in the transformative power of education. My role is to bridge the knowledge gap that often leaves individuals vulnerable, ensuring they maximise their lives through effective financial planning.”
NAVIGATING CHALLENGES TOGETHER
“One of the greatest challenges is the lack of financial education that most people receive. Even those educated at the best schools and universities often lack training in investment, tax, or financial planning. This gap can leave clients vulnerable, especially when dealing with sudden wealth. My role is to bridge that gap by providing advice that helps clients manage their time and money effectively.
One of the most meaningful compliments I’ve received was when a client told me I ‘saved their marriage’ through financial life planning and coaching. By helping them align their shared values and aspirations, I provided the financial reassurance needed to pursue their passions with confidence.”
A HOLISTIC AND ADAPTABLE APPROACH
“My approach is hands-on; I prefer face-to-face meetings to build strong, personal connections with my clients. However, I also recognise the role of technology in modern financial planning and appreciate the efficiency it offers when time or travel constraints arise. My greatest satisfaction comes from seeing clients gain the confidence to make decisions that reflect their true values and aspirations.”
A PASSION FOR CLIENTS AND THE FUTURE
“Being part of a larger professional team at AAB Wealth is incredibly exciting. I look forward to sharing my knowledge and learning from my colleagues. I am passionate about influencing the financial planning profession to continually raise standards and deliver the highest level of service. At AAB Wealth, the value ‘Clients are our passion’ resonates deeply with me. To me, nothing is more important than nurturing and growing client relationships. Receiving referrals from existing clients is the highest compliment we can receive, reflecting the trust they place in us to manage their financial futures and those of their loved ones.”
David Neely
WHO I HELP
Business owners & Executives. Senior medics. Individuals who want to make a positive change in their financial life or have lost a loved one.
HOW I HELP
I provide reassurance that my clients will remain safe in the longer term whilst being able to spend and enjoy the wealth they have accumulated.
“I provide REASSURANCE SO YOU CAN FOCUS ON THE IMPORTANT THINGS.”
David Neely is a Partner based in Glasgow. David meets with clients and their families to provide valuable insights into their financial position and show how their wealth can enrich their lives. David has extensive experience in personal and business tax planning and mitigation. He interacts with client connections including solicitors, accountants, and other professionals, to be the go-between simplifying any complexities.
INTERGENERATIONAL FINANCIAL PLANNING
“A huge part of my role involves establishing long-term relationships with my clients, built on mutual trust. Quite often families don’t like to discuss money or don’t know how to structure their affairs to protect, educate and motivate the next generations! It’s a privilege to be trusted by families to work with them through 3 or 4 generations, helping to improve their financial communication and well-being. Some of my clients say I give them permission to enjoy themselves. As a trusted adviser, I am on hand to help simplify the complex and provide reassurance when it’s needed to encourage clients to focus on having fun spending or gifting where appropriate.”
PROVIDING A STEADY HAND
“I would describe myself as a contrarian in my approach to helping clients understand investing. There is a difference between speculating and investing. There is no easy or quick way to guarantee success, but I aim to offer advice that provides a new perspective.
When market conditions change, and scary news headlines appear, worries are completely normal, but you don’t need to navigate these important decisions on your own. It’s our job to provide a steady hand and advise on the best next steps based on your long-term goals. One of the greatest compliments a client has paid me is ‘I wish I had worked with you years ago. You’ve changed our lives.’ Seeing clients trust in us and the difference our advice has made in our clients’ lives is a highlight for me.”
DRIVEN BY YOUR GOALS
“I began working in the industry as a Financial Planner 22 years ago. Over the years I have helped dozens of people to retire earlier than they thought they could or to change the pace of their Job. My drive to do this comes from seeing some clients and friends or family who regret delaying retirement, taking that holiday, or helping the kids when they really needed it. I have yet to meet a client in retirement who feels they should have worked more!”
EXCITING OPPORTUNITIES
“I believe I am a good communicator; I listen well and I’m always eager to learn. Joining AAB Wealth and working with a wider pool of experienced professionals brings exciting opportunities to do exactly that. I share the teams’ passion for collaboration, and I look forward to getting to know them and seeing other team members grow and progress.
Being part of a larger team allows us to offer financial planning advice to even more individuals across the UK who want to shape their financial future. As AAB Wealth grows, the service we provide clients remains our focus. I gain immense satisfaction from helping people, whether they approached us initially to discuss their retirement, but are now looking for advice on the most tax-efficient ways to gift to their children or children’s children.”
