Francesca Powell

WHO I HELP

Private individuals. Families. Business owners. Internal teams.

HOW I HELP

CSM team leader. Financial planning. Operations management. Team development. Collaboration.

“WHATEVER YOUR GOALS, I’LL FIND THE BEST PATH TO ACHIEVE THEM.”

Based in our London Gatwick office, Francesca Powell is a Support Team Leader in Technical Support at AAB Wealth. She plays a vital role in ensuring clients receive a first-class experience through efficient processes and thoughtful guidance. Managing the Client Service Management team, she oversees workflow, training, and recruitment to maintain the highest standards of service. In addition, Fran provides technical support to the financial planning team – researching, writing reports, checking new business submissions, and resolving both planner and client queries.

Having previously been a registered individual who attended client meetings, Fran understands first-hand what clients want and expect from their financial adviser. Her career has been driven by a desire to blend technical excellence with empathy – ensuring that every client feels listened to, supported, and confident in their financial journey. It was this balance of human connection and analytical thinking that first inspired her to pursue a career in financial planning support.

BUILDING TRUST THROUGH ACTIONS

“For me, strong client relationships start with listening and following through. It’s important that clients feel heard.  I believe consistency and transparency build trust over time.  Whether I’m supporting a planner with a complex case or helping a client resolve a query, my goal is to create a sense of clarity and confidence.

I see every interaction as an opportunity to reassure clients that they are in safe hands, and I take real care in ensuring information is communicated in a way that feels accessible and reassuring. By staying proactive, remaining calm under pressure, and keeping clients updated at every stage, I aim to remove unnecessary stress so they can focus on what matters most.”

PRECISION WITH PERSPECTIVE

“One of the most valuable lessons I’ve learnt in my career is the power of the pause. When faced with challenges or conflicting priorities, I’ve learnt to stop, consider and breathe. This approach helps me see situations clearly and make better decisions for clients and colleagues alike. Paraplanning and technical support often involve translating complex information into clear, understandable reports. It’s not just about accuracy; it’s about maintaining calm focus while juggling multiple cases with different deadlines and priorities. That’s where discipline, organisation, and communication really make a difference.”

PROUD TO BE PART OF AAB WEALTH

“I feel incredibly proud of the people in my team. Some have gone on to become financial planners, and others have chosen to remain as paraplanners – both paths equally valuable and rewarding. Watching them develop into confident professionals is a real highlight for me. When someone in the team thrives, it feels like a shared success. Leadership isn’t about control; it’s about creating an environment where others can flourish. Being part of a team that supports each other, celebrates achievements, and works collaboratively makes the work especially fulfilling. It’s inspiring to see how each person contributes to the wider success of AAB Wealth, and I feel privileged to play even a small part in their journey.”

GROWING THROUGH INNOVATION

“I’m always looking for ways to improve how we work.  I’m particularly interested in how AI can help reduce capacity pressures and streamline our workflows – freeing up more time for relationship-focused work. I find it exciting to explore new tools or technologies that can simplify the more repetitive aspects of our roles, allowing the team to spend more energy on the areas where their expertise really adds value. I’m also keen to develop my leadership skills further so that I can continue to support and guide my team as our roles evolve. Improving efficiency and ensuring that the right people are doing the right tasks is a key focus for me as we grow with AAB Wealth. Ultimately, I want to create an environment where continuous improvement feels natural and where smarter ways of working lead to better outcomes for both colleagues and clients.”

Tracey Stimson

WHO I HELP

Private Individuals. Families. Business Owners. Executives.

HOW I HELP

New business processing. Letters of authority. Trading support. Annual review preparation. Client liaison. Workflow management. Administrative accuracy. Behind – the – scenes support. Financial planning coordination. 

“ALWAYS LEARNING, ALWAYS IMPROVING.”

As a Client Support Administrator, Tracey Stimson plays a vital role in ensuring clients receive a smooth and professional experience throughout their financial planning journey. Her weeks vary significantly – from processing letters of authority, submitting new business, supporting trading activity, to preparing detailed annual review reports for the Financial Planner.

New to the role but already making a strong impact, Tracey is quickly developing expertise across investments, pensions, and long – term planning processes. Her previous experience as a Mortgage and Protection Adviser gave her a solid grounding in working directly with clients, understanding their concerns, and guiding them through major financial decisions. 

Today, she applies that same level of care behind the scenes – focusing on accuracy, organisation, and reliable delivery. Her goal is simple: to make sure every client feels supported, confident, and reassured, knowing their financial affairs are being handled with diligence and attention to detail. Transitioning from a fully client – facing role to a technical support position was a significant challenge, but it taught Tracey the value of adaptability, asking questions, and embracing continuous learning. It’s an approach she brings into her work every day.

BUILDING TRUST THROUGH RELIABILITY 

“Reliability is my non – negotiable when it comes to client relationships. Even when I’m not speaking directly with clients, I want them to feel confident that everything is being handled carefully, accurately, and on time. Clear communication and following through on what’s promised is what builds trust.” 

SUPPORTING CLIENTS WITH CARE 

“While working as a Mortgage and Protection Adviser, I helped a first – time buyer who felt completely overwhelmed. By explaining everything clearly and staying in regular contact – even when we faced delays – I was able to reassure them and keep the process moving. By completion, they told me they’d felt supported throughout every step of the journey. That experience reinforced how important consistency and communication are in building strong relationships.” 

MAKING A GENUINE DIFFERENCE 

“The most satisfying part of working with clients is knowing you’re contributing to something that improves their lives – whether that’s buying a home, protecting their family, or feeling more in control of their financial future. Even in my current role, where I’m behind the scenes, I know the work I do supports that bigger picture.” 

A TEAM THAT SHARES A COMMON PURPOSE 

“What stands out most about my colleagues and the wider AAB team is the strong sense of collaboration. Even through times of change, everyone remains committed to supporting one another and delivering the best outcomes for clients. Being part of a team that values open communication, and collective success keeps me motivated and excited about my development.” 

FINDING SOLUTIONS THAT REALLY HELP 

“While working as a mortgage adviser, I supported a client who didn’t initially meet affordability criteria. By researching thoroughly and engaging with multiple lenders, I was able to find a suitable option that helped them secure their mortgage. Seeing how relieved and grateful they had reminded me how important persistence and problem – solving are in this profession.” 

“I FELT COMPLETELY SUPPORTED AND REASSURED.” 

“One of the greatest compliments I’ve received from a client was hearing that they felt fully supported throughout a complex process. They appreciated my patience and clear communication – especially when they had lots of questions. Knowing I helped them feel confident and cared for means a lot to me.” 

NAVIGATING COMPLEXITY WITH CONFIDENCE 

“A key challenge in my role is keeping up with changing regulations while maintaining accuracy and timely service. I stay proactive by asking questions, continuing to learn, and keeping communication clear to support clients and the Financial Planner effectively.” 

CLEARING UP MISCONCEPTIONS 

“A common misconception is that roles like mine are just about numbers and paperwork. In reality, it’s very people – focused. You need empathy, attention to detail, and strong problem – solving skills to support clients properly.” 

STRENGTHS THAT MAKE A DIFFERENCE 

“My strengths include attention to detail, effective communication, and a proactive approach. My background working directly with clients helps me understand their needs and support the Financial Planner in delivering a seamless experience. I’m committed to continuous learning, which means I adapt quickly and maintain high standards.” 

LOOKING AHEAD 

“I’m keen to strengthen my skills with the financial planning systems we use every day and improve how I handle data to keep things running smoothly. I’m also interested in sustainable investing and how digital tools can help us connect with clients in ways that feel both personal and convenient.” 

Niall Hird

WHO I HELP

Private individuals. High net worth individuals. Families. Business owners.

HOW I HELP

Client experience. Financial planning. Organisational management. Client onboarding. Annual progress meetings.

“EXCEEDING CLIENT EXPECTATIONS”

Based in our Aberdeen office, Niall Hird is part of the Client Service Support team at AAB Wealth, where he plays a vital role in ensuring clients receive the highest level of care, clarity, and efficiency throughout their financial journey. Day to day, Niall prepares accurate and timely information for the financial planners, supports the smooth onboarding of new clients, and helps to coordinate annual progress meetings to keep clients fully informed and confident in their plans.

Drawing on his background in research, Niall brings a naturally analytical mindset and a meticulous eye for detail to every task he undertakes. This ability to interpret information, identify what matters most, and present it clearly has become an invaluable asset in his work. He combines precision with a personable approach, ensuring clients feel supported, well-informed, and assured that their financial matters are handled with care and expertise.

SUPPORTING EVERY STEP OF THE JOURNEY

“For me, the most rewarding part of my role is knowing that my work contributes to making a real difference in people’s lives. Every report prepared or transfer coordinated ultimately supports someone’s future – whether they’re planning for retirement, navigating a major life event, or building a legacy for their loved ones. I take pride in being part of a team that gives clients clarity and peace of mind about their financial future. It’s motivating to know that the attention I put into each detail can help someone achieve their goals with confidence.”

COLLABORATION IS AT THE HEART OF EVERYTHING I DO

“One of the things I value most about working at AAB Wealth is the strong sense of collaboration. We work as a united team, always ready to share ideas and support one another to deliver the best outcomes for clients. That teamwork extends beyond our internal culture – it’s reflected in how we build long-term, trusting relationships with clients. It’s inspiring to be part of their financial journey and to see how our combined expertise can help them feel secure about the future.”

EVERY DETAIL MATTERS

“My greatest strengths lie in my attention to detail and analytical approach. I like to take a methodical route when tackling a task – breaking down complex processes into clear, manageable steps. This helps me ensure that every aspect of client service is completed accurately and efficiently. My research background has given me a natural curiosity and discipline when working with information, and I apply that same mindset to client data, documentation, and reporting. Ultimately, this focus on precision helps me contribute to the success of AAB Wealth.”

MORE THAN JUST NUMBERS AND PAPERWORK

“Many people assume the finance world begins and ends with figures and forms, but our role goes far beyond that. For me, it’s about building genuine relationships and understanding what truly matters to the people I’m supporting. From the very first conversation through to every stage of ongoing communication, clients sit firmly at the heart of what we do. That’s why I’m committed to creating a confident, reassuring, and genuinely valuable experience – so each client feels supported, understood, and provided with the highest standard of service at every step.”

ALWAYS LEARNING, ALWAYS GROWING

“I’m eager to continue developing my technical knowledge and understanding of the financial planning process. My role has given me exposure to a range of software platforms that underpin the way we deliver services to clients. I’ve really appreciated how technology supports accuracy, efficiency, and communication. As I progress, I’m looking forward to building on this foundation and expanding my capabilities across different aspects of wealth management.”

LOOKING AHEAD

“Looking ahead, I’m focused on developing my knowledge and continuing to add value to the team. Every day brings new opportunities to learn, whether it’s through client interactions, team discussions, or hands-on problem-solving. My goal is to keep improving so I can play an even greater part in supporting clients to feel confident about their financial futures.”

Damien Coughlan

WHO I HELP

Private individuals. High net worth individuals. Families. Business owners.

HOW I HELP

Client experience. Financial planning. Organisational management. Financial reporting. Data gathering. Problem Solving. Investment Trading.

“ASK YOURSELF ‘WHAT SERVICE WOULD I WANT AS A CLIENT?’, THEN DELIVER IT.”

Based in our London office, Damien Coughlan is a Senior Client Service Support professional at AAB Wealth, dedicated to ensuring every client feels heard, valued and confident in their financial journey. With a career that blends analytical skill and a genuine passion for people, Damien plays a crucial role in providing seamless client experiences. His day-to-day involves a diverse mix of client-focused tasks, problem-solving, and team collaboration. Combining precision with empathy, Damien has pursued a career in wealth management because it offers technical challenges and meaningful human connections.

RELATIONSHIPS BUILT ON UNDERSTANDING

“For me, every great client relationship starts with listening. I make it a priority to understand exactly what each client wants to achieve, what they’re worried about, and how they prefer to work. When someone feels truly heard, they can relax – and that’s when progress begins.

My focus is on creating a professional yet friendly atmosphere where clients know they’re understood and valued. I’m there to make the process as smooth as possible, whether it’s navigating investment paperwork or ensuring annual reviews run perfectly. The most rewarding moments are when I can transform something that initially feels stressful or complicated into a simple, positive experience. That’s when I know I’ve made a real difference.”

TURNING CHALLENGES INTO OPPORTUNITIES

“One of the biggest lessons I’ve learned came from an opportunity to develop resilience and perspective. I stayed positive, continued to bring energy and dedication to my work, and reinforced my belief that professionalism and teamwork always pay off in the long run.

Now, when challenges arise – whether it’s a tight deadline, a complex client request, or an unexpected issue – I stay calm, logical and focused. I’m proud of my ability to remain composed under pressure, to think clearly, and to keep communication open and constructive. I’ve found that positivity is contagious – and when I stay steady, the team and clients do too.”

EXCELLENCE IN EVERY DETAIL

“Attention to detail is at the heart of everything I do. Whether I’m producing investment advice reports, preparing meeting materials, or reviewing cash balances, I make sure every detail is right. Accuracy builds trust, and trust builds long-term relationships.

I’m someone my colleagues and advisers can rely on to deliver consistently and communicate clearly. When workloads are busy or deadlines are tight, I take pride in maintaining quality and focus.”

SUPPORTING THE TEAM, SUPPORTING SUCCESS

“A big part of my role involves supporting others. As a Senior Client Service Support team member, I act as a backup to the Team Leader and help with training and guidance whenever it’s needed. I enjoy mentoring newer team members and sharing my experience gained throughout my financial career.

Weekly meetings with advisers and paraplanners give me the chance to plan ahead, discuss client needs, and keep everything aligned. I find real satisfaction in contributing to a collaborative, high-performing team. When we work well together, clients benefit, and that’s what it’s all about.”

PROUD TO BE PART OF AAB WEALTH

“What I value most about working at AAB Wealth is the sense of trust and respect within the team. It’s a place where people support one another and where high standards go hand in hand with kindness. There’s a real sense of pride in knowing that the work we do helps clients feel confident and secure about their future. That’s what motivates me every day.”

LOOKING AHEAD

“I’m always looking for ways to grow and improve. I’m excited to strengthen my leadership skills with the goal of helping shape a supportive, client-focused team culture. I believe that sharing knowledge and encouraging others is one of the most valuable things we can do in a professional setting.

I’m also very interested in the development of AI technology and how it can be used within our industry. From improving data analysis to enhancing client communication, I see great potential for technology to make our work even more efficient – and our service even more personalised.”

Belmin Hadzic

WHO I HELP

Private individuals. Business owners. Families.

HOW I HELP

Client experience. Financial planning. Organisational management.

“EXCELLENCE IN ADMINISTRATION IS NOT A DETAIL – IT’S THE DIFFERENCE”

Based in the London Gatwick office, Belmin is a dedicated Client Support Administrator at AAB Wealth, where he plays a vital role in ensuring clients receive an exceptional level of service and support. His day-to-day responsibilities include preparing review reports, assisting with trades, gathering and analysing data, and ensuring all administrative processes run smoothly behind the scenes. With a background in pensions and client services, Belmin brings both technical knowledge and a human touch to his work.

From previous employment, Belmin witnessed first-hand the importance of planning for the future and the peace of mind that comes with financial security. This experience inspired him to pursue a career in financial services – driven by the desire to help clients feel confident, understood, and well looked after at every stage of their journey.

A RELATIONSHIP BUILT ON UNDERSTANDING

“I’ve always believed that transparency is the foundation of any successful client relationship. Clients deserve to know exactly what to expect – from fees to timelines and I make it a priority to ensure that communication is always clear, honest and respectful.

For me, being approachable is just as important as being accurate. Whether I’m helping someone with technical queries, arranging a meeting, or preparing key documentation, I aim to create a friendly, professional atmosphere where clients feel genuinely supported. I understand that financial planning is deeply personal, and my role is to make that process feel seamless and reassuring.”

DRIVEN BY DETAIL

“My greatest strengths lie in analytical thinking, attention to detail, communication and a genuine commitment to excellence. Every task, no matter how small, is an opportunity to make a difference for our clients. I’ve learnt that administration isn’t just about ticking boxes; it’s about creating order, clarity and confidence in the client journey. For example, it is crucial that no matter how small the detail is, it can have significant implications, so I always bring that same focus into every aspect of my work at AAB Wealth.”

THE VALUE OF QUALITY

“Earlier in my school years, I believed speed was the best measure of productivity. Over time, I’ve learned that quality always comes first. Now, I focus on working methodically, prioritising effectively, and maintaining consistency across every client case. That shift in mindset has helped me deliver higher standards of work, ensuring clients receive the accuracy and care they deserve.”

TURNING CHALLENGES INTO TRUST

“An example of a client that truly shaped how I approach client service was with complex pension queries; they told me I had ‘restored their faith in the company’s administration.” That comment reinforced everything I believe in: when you listen, communicate clearly, and follow through on your promises, you earn real trust.”

PROUD TO BE PART OF AAB WEALTH

“Joining AAB Wealth has been a fantastic experience. I’m surrounded by incredibly knowledgeable and supportive colleagues, people who genuinely care about clients and each other. Their approach to teamwork, professionalism, and innovation motivates me daily to bring my best self to work.

I’m proud to contribute to a culture that values integrity, growth, and genuine client care. It’s exciting to be part of a team where everyone is dedicated to making a tangible difference in people’s lives.”

EVOLVING EVERY DAY

“I’m passionate about developing my skills and deepening my understanding of financial planning. With my technical background and appreciation for innovation, I’ve already taken initiative in using the 4Admin AI tool to improve efficiency and streamline processes.

Looking ahead, I aim to pursue formal education in financial planning. Working with talented advisers and administrators at AAB Wealth has shown me how impactful financial guidance can be, and I want to grow into a role where I can contribute even more directly to helping clients achieve their goals.”

Lianne Finnegan

WHO I HELP

Private individuals. Business owners. Families.

HOW I HELP

Client experience. Financial planning. Organisational management.

“I’m dedicated to delivering quality outcomes, with a smile.”

Based in our London Gatwick office, Lianne Finnegan is a highly skilled Client Support Administrator in our AAB Wealth team. She leads with a warm, meticulous approach to everything she does. No two days are the same for Lianne, from preparing reports and processing new business to answering queries and keeping the wider team running smoothly, her role is all about helping clients feel supported and cared for.

Having started her career in the beauty industry, Lianne’s journey into financial services was an unexpected but natural progression. Her instinct for understanding people, attention to detail, and passion for doing things properly have made her an invaluable part of the AAB Wealth team. Pursuing this career has allowed her to blend her people-first mindset with a structured, purpose-driven environment – something she truly thrives on.

RELATIONSHIPS BUILT ON CLARITY & CARE

“For me, communication is everything. From the very first interaction, I want clients to feel comfortable reaching out – knowing they’ll get a clear, friendly response. I take pride in being approachable and reliable, the kind of person clients can count on to follow through. Whether I’m handling a query or managing a complex piece of administration, I always keep clients informed so they feel in control. That openness and consistency build the kind of trust that lasts.”

ALWAYS PUTTING CLIENTS FIRST

“I once supported a client through a particularly complex financial case that required close communication and consistent updates. By keeping in regular contact, anticipating their questions, and staying on top of every detail, we built genuine trust. Seeing their relief and appreciation when everything came together reminded me why the personal side of financial services matters so much. Helping clients feel confident and cared for is truly the best part of what I do.”

TURNING DETAIL INTO CONFIDENCE

“Organisation is my strength – I love bringing structure and order to the moving parts of a busy team. My background has taught me to be adaptable, patient and genuinely curious about people. I’m the person who keeps an eye on the details that make the difference, ensuring reports are accurate and processes are smooth. That reliability gives both clients and colleagues confidence that things will be done properly, every time.”

GROWTH THROUGH ADAPTATION

“Transitioning from the beauty industry to financial services was a big personal shift, but it proved how valuable transferable skills really are. Listening, understanding, and caring about people matter just as much here as they did in my previous career. I’ve learned that no matter the industry, doing your work with empathy and precision leads to the best results. Every challenge I’ve faced has reinforced that lesson – it’s not just about what you do, but how you make people feel along the way.”

GOING ABOVE & BEYOND

“One moment that stands out in my career was helping a client with a time-sensitive transaction. They were understandably anxious, and I knew quick, clear communication was key. By coordinating efficiently with the wider team and keeping the client informed at every step, we were able to resolve everything smoothly. The client later told me they felt ‘completely at ease’ knowing I was handling it, and that meant the world to me. Those moments remind me why I love what I do.”

CLIENT-CENTRIC APPROACH

“I’m really inspired by the people I’m surrounded by at AAB Wealth. There’s a real team spirit where everyone’s approachable, collaborative and genuinely wants to help each other succeed. That environment makes a huge difference, both to our clients and to our own sense of purpose. It’s motivating to know that when we work together, clients benefit from a seamless, joined-up experience that truly puts them first.”

MORE THAN JUST PAPERWORK

“A common misconception is that administration is simply ‘paperwork,’ when in fact it’s the backbone of a great client experience. Behind every successful financial plan, there’s careful coordination, accuracy, and proactive communication keeping things running smoothly. It’s that behind-the-scenes work that allows our advisers and our clients to focus on what really matters.”

EMBRACING INNOVATION

“I’m excited to further develop my knowledge and skills on new and exciting digital tools. Technology is such a big part of how we enhance the client experience, so I’m particularly interested in exploring this to make our processes more efficient. Anything that helps us deliver a smoother, faster, more transparent service is worth embracing. Continuous learning keeps the role fresh – and keeps me motivated to deliver the very best for our clients.”

MAKING EVERY INTERACTION COUNT

“For me, success is more than ticking boxes, it’s about making people feel valued, supported and confident in the service they receive. I take pride in getting things done properly, promptly and with a smile. Every day brings new challenges and opportunities to help someone, and that’s what keeps me inspired. At the heart of it, I simply love making a positive difference – one client, one conversation, one detail at a time.”

ABI CORNISH

WHO I HELP

Private individuals. High net worth individuals. Families. Business owners.

HOW I HELP

Client experience. Financial planning. Organisational management.

“BEHIND EVERY GREAT CLIENT EXPERIENCE IS A TEAM THAT LISTENS, SUPPORTS, AND DELIVERS.”

Based in our London office, Abi Cornish is a highly skilled Senior Client Support team member at AAB Wealth, working closely with advisers and planners to make sure every client’s journey runs smoothly from start to finish. Her role involves coordinating the finer details that ensure clients feel supported and informed every step of the way, from gathering key information and liaising with providers to preparing documentation and following up on progress.

Having developed a keen interest in financial services early in her career, Abi was drawn to the client support role because it combines organisation and precision with helping people feel confident and cared for. Her goal is to make sure that each client’s experience feels seamless, personal, and stress-free.

MAKING EVERY STEP SIMPLE

“No two days are ever the same in Client Support, and that’s what keeps my role both interesting and rewarding. I work alongside our planners and paraplanners to make sure clients receive timely, accurate updates, and that their financial plans are implemented smoothly.

Behind the scenes, my focus is on the finer details – gathering key details about clients’ existing arrangements, preparing paperwork for meetings, and liaising with providers to ensure transactions are processed correctly. It’s a role that requires patience, precision, and clear communication – qualities I take pride in bringing to every task.

Ultimately, my goal is to take the stress out of the process so clients can focus on what really matters – their goals, their families, and their future.”

RELATIONSHIPS BUILT ON TRUST

“For me, building strong client relationships starts with trust and open communication. Clients come to us because they want guidance and clarity, and it’s my job to make sure they always feel supported and understood.

At AAB Wealth, we encourage clients to always reach out, whether it’s a question about paperwork or an update on their plan. That open dialogue helps us understand each client’s personal situation and long-term goals, allowing us to deliver advice and support that genuinely fits their lives.

When clients know they can contact us easily, it builds confidence. They don’t just see us as their financial planners, they see us as their partners in planning for the future.”

HERE WHEN YOU NEED US

“The best part of my job is knowing that I help make life easier for clients. Whether that means keeping them updated on progress, helping them gather information, or preparing documents for their next meeting, I take pride in removing some of the stress that can come with financial planning.

We recognise that every client is different, some prefer face-to-face meetings, others are happier with virtual updates or a quick phone call. By staying flexible and adaptable, we make sure our service fits around clients, not the other way around.

It’s rewarding to know that, in small ways every day, I help make someone’s financial journey smoother and more positive.”

BUILDING KNOWLEDGE TO BETTER SUPPORT CLIENTS

“Working in financial services has shown me just how important it is to keep learning and developing. The industry is constantly evolving, and staying up to date ensures we can continue to offer clients the best possible service.

At AAB Wealth, I’ve had the opportunity to learn from experienced advisers and paraplanners who are incredibly knowledgeable and supportive. I’m currently building on my technical understanding and broadening my skills so I can continue to grow within the company.

Long-term, I’m excited to continue developing my career here with the aim of taking on new challenges, expanding my responsibilities, and continuing to help clients achieve their goals.”

LOOKING TO THE FUTURE

“AAB Wealth has an incredible culture – one built on teamwork, innovation, and genuine care for clients. Being part of a team that constantly looks for ways to improve and evolve is inspiring. I’m excited to see what the future holds for both me and the wider group.

There’s so much opportunity to grow here, both personally and professionally. For me, success is about more than career progression, it’s about being part of something meaningful, helping clients feel more confident about their future, and knowing that the work we do every day makes a real difference.”

Michelle Kennedy

WHO I HELP

Internal teams. Our clients.

HOW I HELP

Operational management. Client experience. Team development.

“EVERY GREAT CLIENT EXPERIENCE BEGINS WITH A WELL-ORGANISED FOUNDATION.”

Based in our London office, Michelle Kennedy is a Business Administrator in our AAB Wealth team, supporting both clients and colleagues by keeping the day-to-day operations running smoothly. From managing documentation and liaising with providers to ensuring everything behind the scenes is organised and efficient, Michelle plays a key role in creating a seamless client experience.

Having always enjoyed working in roles that combine structure, communication, and teamwork, Michelle decided to pursue a career in financial services administration to bring those strengths together in a meaningful way. She finds genuine satisfaction in knowing that her organisation and attention to detail contribute to helping clients feel confident and cared for at every stage of their financial journey.

KEEPING THINGS RUNNING SMOOTHLY

“In my role as Office Administrator, I’m responsible for ensuring the office runs efficiently and that both clients and team members have the support they need. Every day is different – one moment I’m managing documentation for client meetings, the next I’m coordinating correspondence or checking that our systems are up to date.

It’s a varied and fast-paced role, but that’s what I enjoy most about it. I love creating order and structure that allows others to focus on what they do best, providing exceptional financial advice and guidance.

For clients, that means every part of their experience feels smooth, professional, and stress-free. My job is to make sure everything works seamlessly in the background so they can focus on their financial goals with confidence.”

TRUST STARTS WITH SUPPORT

“Trust and communication are at the heart of what I do. Whether it’s a client waiting on documentation or a team member preparing for a meeting, I know that reliability matters. I take pride in ensuring that information is accurate, deadlines are met, and everyone feels supported.

Clients might not always see the behind-the-scenes work that goes into managing their financial plans, but they feel the results – everything happening when and how it should.

By maintaining clear communication with both clients and colleagues, I help make sure nothing falls through the cracks. That consistency builds confidence, strengthens relationships, and ensures every client feels valued.”

SERVICE YOU CAN RELY ON

“For me, being client-focused means thinking one step ahead – anticipating what might make the process easier, smoother, or clearer for someone. Whether it’s sending a reminder, double-checking a form, or following up on a query, I want clients to know they can rely on us completely.

I love being part of a team that genuinely puts clients first. We work hard to make sure every interaction, whether in person, online, or by phone feels friendly, efficient, and helpful.

It’s incredibly rewarding to know that even the small details I take care of behind the scenes can make a big difference to a client’s overall experience.”

TEAMWORK THAT MAKES A DIFFERENCE

“One of the best parts of working at AAB Wealth is the teamwork. Everyone here shares the same goal, to make a positive difference for clients. We collaborate closely, communicate openly, and always look for ways to improve the way we work.

I really value the relationships I’ve built with colleagues across different teams. Whether it’s helping a planner prepare for a meeting, ensuring a paraplanner has what they need, or coordinating with our client service team, every piece of work connects.

That teamwork means clients receive a joined-up, consistent experience, no matter who they interact with. Knowing that my contribution helps make that possible is something I’m really proud of.”

A FUTURE FULL OF OPPORTUNITY

“I’m really excited about what’s ahead, both for me personally and for AAB Wealth as a whole. The business continues to grow, and with that growth comes new opportunities to learn, develop, and make an even bigger impact.

I’m passionate about continuing to build my skills and knowledge in financial administration, and I’m looking forward to taking on new challenges as part of this team. AAB Wealth has a fantastic culture of support and innovation, and it’s inspiring to work in an environment where everyone is encouraged to grow.

Ultimately, I love being part of a team that helps people feel more confident about their finances and their future. Knowing that the work I do helps make that possible – that’s what motivates me every single day.”

Amanda Mayes

WHO I HELP

Internal teams. The business. Our clients.

HOW I HELP

Operations management. Process efficiency. Business strategy. Team development.

“I SEE WHAT NEEDS TO BE DONE AND THEN MAKE IT HAPPEN.”

Amanda Mayes is the Operations Director based in our London Gatwick office, overseeing all aspects of the business’s operations with a focus on efficiency, client experience, and team development.

Amanda’s role spans across business management, process optimisation, and ensuring that both clients and the internal team receive the highest level of service and support. She works closely with different departments to make sure systems and processes are not only in place but used effectively, creating a smooth and consistent experience for clients. She is equally passionate about the development of the team, ensuring everyone has opportunities to learn, grow, and feel supported in their roles.

LISTENING FIRST, ACTING WITH PURPOSE

“When it comes to building relationships, whether internally or externally, I always start with listening. You can’t truly help someone unless you understand what they need. Listening to our clients and our team allows me to tailor solutions and make sure the support we provide is relevant and impactful.

I’ve found that trust is built when you follow through, do what you say you’re going to do, communicate effectively, and make sure people feel heard. That’s just as true when working with colleagues as it is with clients.”

MAKING AN IMPACT

“One of the most satisfying aspects of my role is seeing the difference we can make in people’s lives. Even though I’m not giving financial advice myself, the operational decisions we make can directly improve the client experience.

When clients feel confident in their financial world, because they’ve had a seamless, professional, and personal experience with us, that’s a win for the whole team. Operations may not always be front of mind for clients, but it’s the backbone of ensuring they receive consistent, reliable service.”

FINDING THE FACTS IN A FAST-CHANGING WORLD

“Technology changes fast, and there’s a lot of noise, especially around AI. My role is to strip away the hype and look at the facts. Is there a genuine business case? Will it enhance the service we offer to clients? Will it make work more engaging and creative for our team?

I’m not interested in tech for tech’s sake. I’m interested in tech that helps us work smarter, improves accuracy, provides meaningful data for decision-making, and ultimately benefits the people we work with and for.”

STRATEGY, PROJECTS, AND PEOPLE

“I’ve learned that the things I naturally gravitate towards – strategic planning, project management, finding the most efficient way to get things done – are things other people can find challenging. That’s where I can really add value.

One of my greatest strengths is combining those skills with emotional intelligence. In operations, you’re often working on processes and systems, but at the end of the day, you’re dealing with people, how they work, how they communicate, and how they respond to change. Recognising and managing that human element is key to making any change successful.”

HELPING BUSINESS MOVE FORWARD

“There’s a misconception that operations is boring, but it actually involves a lot of creativity and problem-solving. It’s about thinking ahead and finding better ways of doing things. For me, it involves making sure everything runs smoothly in the background so our advisers and client-facing teams can focus on what they do best.

I like to think of operations as the invisible force that keeps the business moving forward. You might not always see it, but you’d notice very quickly if it wasn’t there.”

LOOKING AHEAD

“As technology continues to evolve, I’m particularly interested in how we can use it to create an exceptional client experience, remove repetitive tasks so our people can focus on more meaningful work, and deliver accurate, insightful data to guide business decisions.

The more we can integrate the right tools with the right people, the more efficient, effective, and enjoyable our work becomes, for us and for our clients.”

Fiona Taylor

WHO I HELP

Private individuals. Families. Couples. Business owners. Trustees.

HOW I HELP

Financial planning. Technical analysis. Product research. Compliance review. Cashflow modelling.

“THE TECHNICAL MIND BEHIND QUALITY FINANCIAL PLANNING.”

Fiona Taylor is a Financial Planning Associate based in Edinburgh, supporting our clients with clear, precise and highly personalised financial planning. Her role combines detailed technical research, in-depth product analysis, compliance checks and collaborative planning with financial planners to ensure every recommendation is robust, compliant, and tailored to each client’s unique needs.

She works with a broad range of clients from individuals and families to business owners and trustees, helping them to manage, grow, and protect their financial future. Fiona takes pride in turning complex data into clear, actionable strategies that give clients the clarity and confidence they need to make life’s big decisions.

A CAREER FOCUSED ON SOLUTIONS AND IMPACT

“I’ve always had a strong desire to help people achieve their financial goals and create the solutions that make them possible. Financial planning is the perfect mix of technical problem-solving, detailed research, and relationship building. I enjoy working behind the scenes to craft strategies that make a real difference, using my analytical skills to ensure clients not only receive a great plan today, but a plan that adapts to their lives over time.

For me, it’s not just about numbers, it’s about helping people realise aspirations they may not even have thought possible.”

BUILDING TRUST THROUGH COMMUNICATION AND CARE

“Strong client relationships are built on trust, transparency, and consistency. I make sure clients know that I genuinely care about their needs and will always do what is right for them, the first time. That means listening actively, understanding their goals in depth, and sometimes recognising their aspirations before they do.

The best relationships grow from open communication, being available, tailoring how I communicate, and making sure clients know they can rely on me to follow through is important to me. It’s what turns a one-off interaction into a long-term partnership.”

THE REWARD OF SEEING IT ALL COME TOGETHER

“One of the most satisfying aspects of my work is being a detective, piecing everything together, finding the right solution, and seeing the relief and peace of mind it brings to clients. That moment when everything clicks, and they can see they are on track to meet their goals, is what makes all the research, analysis and planning worth it.

AAB Wealth is also in an exciting period of growth. Joining a team that is both collaborative and supportive, while also forward-thinking, means there’s a real sense of purpose. Everyone here is invested in helping clients achieve their goals and in supporting each other to deliver exceptional outcomes.”

NAVIGATING A COMPLEX AND CHANGING LANDSCAPE

“The biggest challenge in my specialist area is the constant change in legislation and the wider financial landscape. We need to be proactive and anticipate changes that could directly or indirectly affect our clients. That means staying informed, regularly reviewing strategies, and ensuring every piece of advice is accurate and up to date.

Another misconception I’d like to challenge is the idea that paraplanning is just a stepping stone to becoming a financial planner. In reality, it’s a highly technical, analytical and strategic role. We interpret complex data, research products and tax implications, and ensure every recommendation is compliant and effective. We are a core part of shaping the advice that enables clients to achieve their goals.”

STRENGTHS THAT MAKE A DIFFERENCE

“I bring patience, empathy, and the ability to see each situation from multiple perspectives. This helps me ensure that our financial plans genuinely reflect each client’s needs, values, and objectives. Every client is unique, and I approach each one with the same dedication and attention to detail.

I’m also excited about how technology, especially AI, will continue to evolve in our industry. Used well, it can streamline compliance and research processes, giving us more time to focus on what matters most, building strong relationships and delivering tailored, impactful financial planning.”