WHO I HELP
I work closely with both our financial planning team and our clients, particularly successful families..
HOW I HELP
I help our team by finalising meeting minutes and recommendations and issuing them to our clients. Once recommendations are approved, I help with implementing their plans. Essentially, I work as a go-between for our clients and Financial Planners, actioning requests from clients or connecting them with their financial planner for additional advice.
“CUTTING OUT THE COMPLEXITIES.”
Karen Myles is part of the Client Service Support team based in our Charlotte Square office. Her role involves ensuring that every process runs smoothly for both clients and our financial planners. Karen handles the finalisation of meeting minutes and recommendations for clients and follows through with the implementation of these plans. Once a client approves a recommendation, she assists with changes to asset allocations, handling ISAs, pensions, and bonds—both onshore and offshore. These are then sent to the director for authorisation, ensuring every step is handled with care and accuracy.
Karen liaises with the planners regarding General Investment Accounts (GIAs) for rebalancing and calculates Capital Gains Tax (CGT) when necessary. Additionally, she issues paperwork to clients and acts upon it once received, whether that involves implementing investment changes or processing withdrawal requests.
PROVIDING THE CONFIDENCE AND REASSURANCE OUR CLIENTS NEED
“An ideal relationship with a client is built on clear, honest, and open communication. I believe in being transparent and helpful, sometimes going above and beyond to ensure clients feel supported. Clients expect clarity and accuracy, and it’s my job to make sure they get both.
For me, the most satisfying part of my role is seeing a client’s financial plan come to fruition. After working with them through various stages—understanding their needs, making recommendations, and implementing the strategy—it’s incredibly rewarding to witness the positive outcomes we’ve worked hard to achieve.
On a day-to-day basis, my focus is on creating a process that’s easy to follow, clear in its instructions, and aligned with the client’s financial goals.. This is particularly important for successful families, many of whom are going through challenging transitions. By breaking down information and being available to answer questions, I ensure they feel comfortable and confident.”
GOING ABOVE AND BEYOND
“One of the greatest strengths I bring to the team is my willingness to support others. Whether it’s answering a technical question about Transact or helping a colleague prepare for a client meeting, I’m always happy to lend a hand.
The most memorable compliment I’ve received from a client was after I sent a card following the loss of their pet. Small gestures like this can make a big difference, and I believe in going the extra mile to show our clients that we care. It’s these personal touches that help build strong, lasting relationships.”
BUILT ON TRUST AND RESPECT
“I’m lucky to work with a team that genuinely supports and respects one another. We collaborate closely and work professionally and constructively. If issues arise, I prefer open communication so we can find solutions quickly and maintain a positive working environment.
AAB WealthFlow fosters a culture of respect and trust, which I see every day in our team’s approach to challenges. We work to each other’s strengths, which not only benefits the team but also translates into a better experience for our clients. This supportive environment allows me to approach my work with confidence, knowing I have the backing of a capable and knowledgeable team.”
EXCITING OPPORTUNITIES
“Looking ahead, I’m excited about the opportunities for both myself and AAB WealthFlow. I’m eager to continue growing in my career and expanding my expertise. As for the firm, I see us continuing to evolve, offering even more robust support to our clients.
Being part of a firm that values respect, trust, and teamwork is incredibly motivating. We have the chance to make a real impact on our clients’ lives, and I look forward to what we can achieve together.”
