WHO I HELP
While I don’t have a direct client-facing role, my work ensures that every client receives exceptional service. From successful families building their wealth over time to those managing the complexities of financial settlements, I support the team in helping our clients achieve peace of mind at every stage of life.
HOW I HELP
I work behind the scenes to ensure that the administrative and technical teams supporting our financial planners operate seamlessly. This involves managing day-to-day operations, streamlining processes, and embracing technology to make sure we continue to meet client needs as the industry evolves.
“SMOOTH OPERATIONS, BETTER RESULTS.”
Sarah Giles is the Operations Director based in our Leeds office. With years of experience in financial services, Sarah brings a wealth of knowledge to her role, having worked across various areas of financial planning—starting in administrative roles and moving through technical and advisory positions before stepping into management. Her broad experience allows her to have a unique perspective on how to improve operational processes and the client experience.
Sarah’s focus is on ensuring that the support teams operate as smoothly as possible, allowing the financial planners to focus on delivering excellent client outcomes. She is committed to driving continuous improvement, ensuring that the business adapts to changes in the industry.
BUILDING TRUST AND INTEGRITY
“Trust and integrity are the foundations of any great working relationship, whether with clients or colleagues. In my role, it’s important that everyone feels comfortable coming to me with any issue, knowing I will listen and support them. This is especially important as a manager. I always strive to create an environment where my team knows I have their back.
Clients expect excellence, and as a team, we deliver that by working together to ensure every interaction leaves clients feeling supported and confident at all life stages.”
MAKING A LASTING DIFFERENCE
“The best part of working in the financial planning industry is seeing the difference we make to clients lives and how decisions they make are driven by the work we do with them. In the best scenarios, we see clients expand their bucket list as they have the ability to focus on the things they enjoy even more.
When it comes to working relationships, the most satisfying part is knowing that you’ve made a difference. This can be as simple as always being there to listen and support them, but also being part of their development, whether that’s expanding their knowledge in certain areas or building confidence to go on and do greater things.”
DRIVING CHANGE WITH CONFIDENCE
“I’m confident in challenging the status quo, pushing boundaries, and encouraging my team to think differently. However, it’s about finding the right way to be disruptive—there’s a fine line between pushing for change and knowing when to listen. It’s important to strike that balance and always look for ways to improve, even if we ultimately choose a different path.”
WELCOMING CHALLENGES
“The ever-evolving financial services industry presents challenges, but I welcome them. The greatest challenge is keeping up with constant changes—whether in legislation, new technology, or market conditions. We have to be adaptable, stay informed, and continually review our processes to ensure we’re delivering the best for our clients. Embracing change is key to our success.
Technology is at the heart of our operations, and I aim to ensure we use the latest tools to improve efficiency and service. Tools like DocuSign have been a game changer, but I also believe in balancing tech with personal interaction. It’s important that we don’t lose the human touch, whether that’s through face-to-face meetings or a simple phone call.”
THE FUTURE LOOKS BRIGHT
“I am excited about the future, for both myself and AAB Wealth. Personally, I’m looking forward to furthering my career and exploring new ways to contribute to the teams success. The future holds a lot of potential for us, and I’m thrilled to be part of AAB during its exciting growth journey.”
OUR PEOPLE COME FIRST
“Nothing is more important than our people. We spend a lot of time at work, and whilst I am passionate about the job itself, it makes all the difference working in a supportive and positive environment. At AAB Wealth, we work hard, we support each other, and we enjoy what we do—even during challenging times. Having the right culture attracts the right people, and that’s the foundation for long-term success.”
