Kirsty Minor

WHO I HELP

High-net worth individuals. Couples. Business owners. Retirees.

HOW I HELP

Investment analysis. Suitability reports. Financial plan implementation. Portfolio reviews. Tax-efficient structuring. Client education. Research and insight. Ongoing guidance and reassurance.

“IT’S ABOUT EMPOWERING CLIENTS TO ACHIEVE THEIR FINANCIAL GOALS”

Based in our Aberdeen office, Kirsty Minor is a Financial Planning associate working hand in hand with financial planners and client support to give clients a smooth, reassuring experience from the moment they walk through the door. Her week blends deep analysis with practical delivery from reviewing existing holdings and preparing suitability reports, to implementing and monitoring the financial plans that shape a client’s long-term future.

Kirsty’s journey began as a client administrator, spending five years gaining a deep understanding of the mechanics behind financial planning. During that time, she discovered a love for research and a talent for turning complex information into something clients could genuinely use. Six years into paraplanning, that passion hasn’t faded. She still enjoys digging into the detail, exploring options, and helping clients understand how each decision moves them closer to their goals.

For Kirsty, clarity matters. She brings a strong grasp of investment vehicles, tax implications, and regulation, but she explains everything in plain English. That’s what helps clients feel confident. That’s what makes the process less intimidating and far more empowering.

BUILDING TRUST THROUGH TRANSPARENCY

“Being transparent and reliable, while creating a comfortable and open environment is essential for any client relationship. At the heart of this approach is trust, which helps clients feel truly heard and understood.A POINT OF

CONTACT CLIENTS CAN RELY ON

“I aim to establish myself as a key point of contact. Whether I respond directly or bring the right people into the conversation, clients know I’m there and that their needs won’t be overlooked. My goal is to ensure they feel supported, informed, and reassured at every stage of the process.

A TEAM WITH A SHARED PURPOSE

“Everyone at AAB Wealth is focused entirely on achieving the best possible outcomes for clients. The business responds quickly to change, which makes it an exciting and rewarding place to work.”

TURNING COMPLEX HOLDINGS INTO CLEAR, MANAGEABLE PLANS

“Many clients come in with several pensions and investments gathered over the years. Different providers. Different strategies. It’s overwhelming for them. I help them understand what they have, whether those holdings support their goals, and how to simplify things so everything feels more structured and manageable.”

SUPPORT THAT BUILDS CONFIDENCE

“I find the most satisfaction in helping clients achieve goals they once thought were out of reach. Seeing that shift from worry to confidence is incredibly rewarding, and one of the compliments that has stayed with me most was a client saying that my support helped them relax.  Knowing I was following up and keeping things on track let them feel confident their issue would be resolved.”

STAYING AHEAD IN A CHANGING LANDSCAPE

“The biggest challenge is the constant change in legislation and regulation. You have to be proactive and anticipate what could affect clients-but without acting too soon. The only way to do this well is to stay informed, review portfolios regularly, and stay close to clients so our advice is always accurate and relevant.”

FINANCIAL PLANNING IS FOR EVERYONE

“A common misconception in financial planning is that it is only for people who already have significant wealth. Everyone can benefit. The aim is to meet people where they are and put a strategy in place to help them move forward.”

STRENGTHS THAT MAKE A DIFFERENCE

“One of my key strengths is combining inquisitiveness with an analytical approach which helps me dig into what clients are really looking for. That means the suitability reports I prepare reflect their true objectives and needs.”

LOOKING AHEAD

“I’m excited to see how AI can support financial planning. Used well, it can streamline processes and give us more time with clients-more time to deliver high-quality, meaningful advice.

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.” 

Laura Cowling

WHO I HELP

Planners. Associates. Clients. Operations.

HOW I HELP

Operational oversight. Recruitment and onboarding. Supporting promotions. Project management. Workflow improvements.

“Teamwork makes the dream work.”

Based in Leeds, Laura Cowling is a Senior Operations Manager, supporting the Client Service Support and Financial Planning Associate Team to ensure strong communication, efficient processes and smooth operations across the entire back office. With more than 15 years of experience in financial services – working her way up from entry-level roles to senior leadership, Laura brings an invaluable understanding of how every stage of the client journey connects.

Her role spans operational oversight, supporting recruitment and onboarding, project management, improving processes, and helping to design and implement new systems and training. Although her work is behind the scenes, its impact is felt everywhere – enabling advisers, paraplanners and client support teams to deliver exceptional service.

Laura didn’t set out to pursue financial services, she planned to start a career in accounting through an apprenticeship provider. But a recommendation sent her to interview with a financial adviser instead, and “the rest was history.”

KEEPING OPERATIONS RUNNING SMOOTHLY

“No two weeks look the same for me and that’s what makes this role so fulfilling. I spend a lot of time supporting the Client Service Support and Financial Planning Associate Team Leads, helping them ensure strong communication and alignment across all operational teams. When the back office runs smoothly, it enables advisers and paraplanners to support clients with clarity and confidence.

A big part of my role is project work, reviewing our operational processes, identifying what could run better, and rolling out improvements. Whether it’s restructuring workflows, refining existing procedures or helping to build training around new processes, my aim is always the same: make our systems more efficient, intuitive and futureproof.

I’m also closely involved in recruitment, onboarding and developing team members as they move through the business. Seeing people grow, progress and find their confidence is one of the best parts of my job.”

LEADING WITH EXPERIENCE

“Having spent more than 15 years in the industry, progressing through multiple roles across different firms, I bring an understanding of the full client journey that only experience can give you. Because I’ve done the roles myself, I understand the pressures, the detail, and the importance of getting things right.

This insight lets me step back and evaluate processes from every angle. I’ve seen what works well, and I’ve seen what causes bottlenecks – both of which help me guide improvements.

I also try to lead with kindness, determination and empathy. I’ve doubted myself in the past, and learning how common this is made me realise how important it is to help others feel confident in their strengths. Everyone brings something different, and part of my job is helping people recognise the value they contribute.”

THE IMPACT OF STRONG OPERATIONS

“Although I don’t work directly with clients day to day, the work I do feeds into their experience. When processes run efficiently, workflows are clear, and communication is strong, clients feel it. They get faster responses, smoother administration and more time with advisers focusing on what matters most.

One of the most satisfying parts of my job is hearing success stories from the team, knowing that the changes or improvements we’ve made are helping colleagues spend more time building relationships with clients and less time battling systems or delays.”

A CULTURE THAT LIFTS EVERYONE UP

“AAB’s people-focused culture is one of the biggest reasons I love working here. There is a genuine commitment to helping individuals progress in their careers, and it’s inspiring to see so many colleagues move through the business and grow.

Being part of that journey, supporting promotions, onboarding new starters, and helping teams develop is incredibly rewarding. I’m surrounded by people who care deeply about what they do, and that creates an environment where learning and collaboration come naturally.”

SEEING OPPORTUNITIES, NOT OBSTACLES

“Financial services are constantly shifting – regulations change, technology evolves, and new expectations emerge. One of the biggest challenges is staying ahead of these changes and communicating clearly so everyone feels confident moving forward.

As for trends, AI and automation are creating exciting possibilities. The challenge is understanding which tools genuinely enhance the client journey and which are just noise. Keeping up with these developments is exciting and essential for our long-term growth.”

GROWTH, IMPROVEMENT & OPPORTUNITY

“I’m excited for the future at AAB Wealth for our clients, our teams, and the wider business. There’s so much opportunity for growth, innovation and continued collaboration.

For me, success isn’t just about processes running smoothly, it’s about creating an environment where people feel supported, confident, and able to do their best work every day. If I can play even a small part in that, then I know I’m making a difference.”

Kimberley Childs

WHO I HELP

Private individuals. Business owners. Families.

HOW I HELP

Client experience. Financial planning. Organisational management.

“EVERY SEAMLESS CLIENT EXPERIENCE IS BUILT ON ATTENTION TO DETAIL.”

Based in our London office, Kimberley Childs is a dedicated and highly experienced Client Support Administrator within the AAB Wealth team. With more than a decade of experience in client support roles, Kimberley brings exceptional organisation, calm professionalism, and care to every client interaction. Her days are filled with preparing client review packs, coordinating investment trades, responding to queries, and supporting advisers to ensure clients receive a seamless and reassuring experience.

Kimberley’s journey into financial services began during her time as a receptionist at Close Brothers Asset Management. She was quickly recognised for her natural strengths in communication, organisation, and client care, which led her into the client support team. Today, she combines structured processes with a people-first mindset, helping clients feel confident, looked after, and supported at every stage of their financial planning journey.

CLARITY FROM THE FIRST CONVERSATION

“One of the most important ways I support clients is through clear, friendly, and timely communication. From the very first interaction, my goal is to make sure clients feel comfortable reaching out, knowing they’ll receive a helpful response and that nothing will be overlooked.

Even something as small as confirming I’ve received a document or updating a client on progress can make a huge difference to their peace of mind. I want people to feel valued and reassured from the moment they contact us. That positive first impression sets the foundation for a strong, trusting relationship that lasts long beyond the first meeting.”

SUPPORTING CLIENTS THROUGH EVERY STEP

“For me, the most rewarding part of my role is helping clients feel at ease, especially when they’re dealing with forms, deadlines or changes in their financial life. I’ve supported clients through everything from administrative challenges to last-minute updates, and being able to offer calm, practical reassurance is incredibly meaningful.

One of the key lessons I’ve learned over the years is the importance of flexibility. When meetings shift, paperwork is delayed, or urgent situations arise, staying calm while prioritising what’s most important makes all the difference. When clients feel they can rely on me, it builds trust and allows them to focus on what really matters.”

TURNING DETAIL INTO CONFIDENCE

“Organisation is at the heart of what I do. Whether it’s preparing review packs, processing forms, updating client files, or coordinating with providers, accuracy and structure are essential. I take pride in being someone who ensures things are done properly, consistently, and on time, because even small details can have a big impact.

Clients might not see all the behind-the-scenes work, but they feel the results: meetings that run smoothly, trades processed correctly, and updates delivered promptly. My aim is to give both clients and advisers the confidence that everything has been handled with care and thoroughness.”

SKILLS BUILT OVER A DECADE

“Over the last ten years, I’ve learned that no two days and no two clients are ever the same. The variety is one of the things I enjoy most, and every challenge has strengthened my ability to adapt and prioritise.

My background has taught me to stay composed under pressure, communicate clearly, and handle multiple responsibilities at once. These experiences have shaped my approach: stay proactive, stay organised, and stay kind. Those three things go a long way, especially when supporting clients through important financial decisions.”

TEAMWORK THAT MAKES A DIFFERENCE

“One of the most rewarding parts of working at AAB Wealth is the supportive, collaborative team around me. Everyone is approachable, helpful, and genuinely committed to delivering a great experience for clients. That culture makes such a difference, both to the quality of our work and to the confidence clients feel when they come to us.

We all share the same goal: to make every client feel looked after. When colleagues work well together behind the scenes, clients benefit from a seamless and joined-up experience. I’m proud to be part of a team that truly cares.”

MOTIVATED BY WHAT’S NEXT

“I’m always looking for ways to improve and stay up to date, especially when it comes to new digital tools that make processes smoother and clearer for clients. Technology plays such a big part in enhancing the client experience, and I’m excited to continue expanding my skills in this area.

For me, success is about more than completing tasks; it’s about making people feel valued, informed, and confident in the service they receive. Every day offers an opportunity to support someone and that’s what keeps me motivated. I love being able to make a positive difference, one client, one conversation, and one detail at a time.”

David Felton

WHO I HELP

Individuals. Families. Business owners.

HOW I HELP

Financial planning. Financial Analysis. Compliance.

“Building strong client relationships starts with one simple habit: I listen.”

Based in our London Crawley office, David Felton is a dedicated Paraplanner at AAB Wealth, supporting clients by preparing detailed, personalised and technical reports. With a career in financial services that began at the age of 17, David quickly discovered a genuine passion for the industry – especially the intricacies of pensions, cashflow planning, and helping people make informed decisions about their financial futures.

Over the years, David has built a broad skill set across administrative, technical and analytical roles, giving him a clear understanding of the entire client journey – from the first enquiry right through to long-term planning. Moving into paraplanning felt like a natural next step: a role that brings together his curiosity, problem-solving mindset and commitment to supporting people.

RELATIONSHIPS BUILT ON TRUST

“Building strong client relationships starts with one simple habit: I listen. To understand where you want to go, I first need to understand who you are – your motivations, pressures, concerns and the goals that matter most. Listening isn’t just good manners; it’s essential. It creates the foundation for a long-term relationship where you feel comfortable sharing your hopes, uncertainties and the decisions you’re not quite sure how to approach. When you feel truly understood, we can work together to find solutions that genuinely support your financial journey.”

CONSISTENT, CAREFUL & COMMITTED

“Throughout my years spent across administration and paraplanning, I’ve built an understanding of all sides of the process and the impact every detail has on your overall experience. I like seeing things through, solving the technical challenges and making sure everything is aligned with your goals. Whether working independently or collaborating with our team, accuracy, clarity and client benefit are at the centre of everything. My strengths stem from curiosity, commitment and a genuine desire to get things right for you the first time.”

TURNING CHALLENGES INTO PROGRESS

“One of the biggest challenges in my career has been handling urgent cases, particularly when clients need tax-free cash within tight timeframes. Sometimes market conditions or pension scheme processes limit how quickly funds can be accessed, and managing expectations while working at speed can be difficult. But challenges like this have taught me resilience, communication and the importance of doing everything possible to get clients as close as possible to what they need. These experiences shape how I work today: focused, transparent and always striving for solutions that bring peace of mind.”

MAKING A DIFFERENCE

“One of the greatest compliments I’ve received came from helping a client secure the funds they needed to take their partner on a cruise for their 40th wedding anniversary. Hearing how meaningful that trip was to them reminded me that paraplanning isn’t just about numbers, it’s about real lives, real memories, and real opportunities. These are the moments that highlight why accuracy, patience and consistent effort truly matter.”

BEING PART OF AAB WEALTH

“What stands out at AAB Wealth is the depth of knowledge within the team. I’m surrounded by paraplanners and advisers who are generous with their expertise and always ready to help. This collaborative culture means that every client benefits not just from one person’s effort, but from the collective strength of a team that cares deeply about delivering the highest level of service.”

EVOLVING WITH THE INDUSTRY

“I’m excited to continue expanding my knowledge across all areas of paraplanning – from straightforward reviews to highly complex scenarios. The industry evolves quickly, and I enjoy keeping pace with new trends, technologies and technical developments. Whether it’s cashflow modelling tools, pension strategies or new legislative changes, I’m committed to staying ahead so that every client benefits from accurate, up-to-date insight.”

LOOKING AHEAD

“What I enjoy most about paraplanning is that it never stops progressing. There’s always something new to learn, a new challenge to tackle and another opportunity to help someone move closer to their financial goals. I’m proud to play a part in that journey. With the support of AAB Wealth behind me, and a genuine passion for helping clients live the lives they want, I’m here to make the complex feel clear and to ensure your plans stay on the right track, every step of the way.”

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.”

Rosario Marquez

WHO I HELP

Individuals. Families. Business owners.

HOW I HELP

Research. Strategy. Clarity. Compliance. Collaboration.

“BEHIND EVERY GREAT PLAN IS PRECISE, THOUGHTFUL RESEARCH.”

Based in our London office, Rosario Marquez is a Paraplanner within the AAB Wealth team, supporting planners and clients through detailed analysis, clear documentation, and a genuine commitment to accuracy. After starting in the financial services industry six years ago, Rosario quickly realised that the world of paraplanning was where her skills and passions aligned perfectly, combining technical knowledge with the chance to make a real difference in clients’ financial futures. Watching how paraplanners translate complex strategies into clarity and confidence for clients inspired her to pursue this path wholeheartedly. Today, Rosario plays a key role behind the scenes, ensuring that every piece of advice provided to clients is well-researched, compliant, and easy to understand.

MAKING AN IMPACT

“No two weeks are ever quite the same for me and that’s one of the things I love about paraplanning. My days are often filled with collaboration between our Client Support team and our Planners, preparing detailed Suitability Reports, and ensuring every piece of advice is backed by solid research. I spend a lot of time reviewing client information, conducting technical analysis, and testing different planning scenarios to make sure our advice aligns with each client’s goals and circumstances.

While much of my work happens behind the scenes, it directly shapes the experience clients have with our team. Whether it’s modelling a retirement strategy, reviewing investment options, or ensuring compliance with the latest regulations, my aim is always the same, to make sure clients feel informed, confident, and supported.”

TURNING CURIOSITY INTO CAREER

“Early in my financial services career, I was fascinated by how paraplanners played a pivotal role in shaping advice – not just crunching numbers, but crafting understanding. Watching that process unfold made me realise that this was the role where I could make the most impact.

I wanted to combine my analytical nature with my desire to help people make confident financial decisions. It’s incredibly rewarding to see how thoughtful research and a well-crafted report can change how someone feels about their future. Pursuing this career wasn’t just about finance, it was about communication, accuracy, and helping people feel secure in their next steps.”

TURNING COMPLEXITY INTO CONFIDENCE

“Even though I don’t always meet clients face-to-face, I take great pride in contributing to strong, trusting relationships. For me, accuracy and clarity are non-negotiable – they’re the foundation of any good financial plan.

One case I’ll always remember involved a client nearing retirement with multiple income streams and legacy investments. Although it was complex, with significant tax and Centrelink implications, I worked closely with the adviser to simplify each strategy into clear summaries, outlining pros, cons, and outcomes. Those summaries helped the adviser communicate the plan clearly, and the client walked away feeling informed and reassured.

What made that process work wasn’t just technical skill; it was empathy. Anticipating client concerns and presenting information in a way that felt approachable – that’s where real trust is built.”

WHY THE DETAILS MATTER

“The most satisfying part of my role is knowing that my work has a real impact on people’s lives. Whether it’s helping someone prepare for retirement, plan for their children’s future, or simply gain confidence in their financial path, I love being part of that journey.

It’s fulfilling to know that the research and reports I create don’t just sit in a file, they help people make decisions that give them peace of mind. That sense of purpose drives me every day.”

STAYING AHEAD FOR CLIENTS

“The financial world changes quickly – new legislation, new technology, new client needs. I make it a priority to stay ahead of those changes by regularly attending CPD sessions, following industry updates, and working closely with our compliance and planning teams to make sure our advice remains accurate and forward-thinking.

Right now, I’m deepening my skills in cashflow modelling tools like Voyant and continuing my financial planning qualifications. I’m also passionate about emerging areas like ESG and sustainable finance which are topics that are increasingly meaningful to clients and to me personally. Continuous learning is essential in paraplanning; it means I can support advisers and clients with up-to-date, relevant insight.”

THE POWER OF TEAMWORK

“One of the best things about working at AAB Wealth is the culture of teamwork and trust. We all share the same goal to give clients clarity and confidence in their financial future. I’m proud to be part of a team that values precision, empathy, and innovation in equal measure.

Everyone here understands that the best advice is built collaboratively. From planners to paraplanners to support staff, every contribution matters. And that’s what makes our client relationships and the results so strong.”

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.”