WHO I HELP
I help provide financial advice to various people, ranging from individuals and families to business owners and retirees, all looking to arrange their finances in the most tax-efficient way.
HOW I HELP
Whether it be supporting young families to invest in their children’s future, individuals looking to achieve a lifestyle that fits their goals and business owners who want to protect their future. I help clients by being there to listen and understand what they need to advise on their best next steps.
“I SEE OUR CLIENTS AS MEMBERS OF OUR FAMILY.”
Marie Brownlie is part of our Client Service Support team based in Glasgow. Marie supports the Financial Planners and Financial Planning Associates through each stage of the client journey, from arranging meetings to recording information to provide recommendations based on their objectives.
Marie’s role involves arranging annual review packs and inviting existing clients to meetings to keep them informed and involved. She takes ownership of clients’ requirements where possible or finds the best person for the task.
PART OF THE FAMILY
“Communication, information and organisation are some key aspects to creating an ideal relationship with a client. Keeping our shared systems up to date goes hand in hand with this to ensure our clients know what is happening at any given time throughout their journey.
I am often the first face a client sees and therefore do my very best to make them feel welcome and at ease from the get-go. At the Glasgow office, we are a family and as such I see our existing clients as members of that family and in times of need, we aim to be there to help where we can.”
MEETING CLIENT EXPECTATIONS
“Clients expect me to know them by listening and understanding their needs at each stage of their journey. I am honest with my clients in regard to what we can do for them and what they need to do to achieve their goals.
The most satisfying aspect of working with clients is witnessing the change we can make to their lives, whether that is affirming that they will continue to be financially secure or helping them through challenging life events such as divorce or bereavement.”
BETTER TOGETHER
“I have had a long career in this industry working on both sides of the street, starting my career in a small broker dealing with car insurance, moving to a customer support role dealing with life, investment and pensions, and then working with back-office teams managing a large team. Many of the individuals I first worked with 30+ years ago, I still work with today.
When it comes to working as a team, I believe we are better together. We learn from each other and support one another for everyone’s benefit to ensure we feel involved and valued in what we do each day not only for ourselves but our clients without whom AAB Wealth would not exist.
I am passionate about working somewhere where I am happy and able to make a difference in individuals’ lives. I look forward to doing this in a larger team of experienced and like-minded individuals focused on the needs of our clients.”
STEPPING INTO YOUR SHOES
“AAB Group is on an exciting growth journey and with that brings exciting change. I take pride in my adaptable way of working. I often ask myself ‘Would I be happy with that if I were a client’ and if the answer to that is anything close to no, then I make a particular effort to find a better solution. However, I understand that life is not always my idea of perfect and I understand that not all changes can be made easily. We are continually striving to provide our clients with a service that allows them to sleep well at night knowing their financial future is in great hands.”
