WHO I HELP
We help individuals, families and business owners to achieve their financial objectives.
HOW I HELP
We help clients identify what is financially important to them, and create a plan that is robust and sustainable, as well as achievable.
“Clients are at the heart of everything we do.”
Thomas Booth is a Financial Planning Associate based in our Aberdeen office. Thomas assists our financial planners in every stage of the financial planning process, from analysis, and implementation to the review of financial plans. His role involves completing the writing of Statements of Advice, providing assistance with Cash Flow modelling and liaising with all members of the team to ensure business is conducted in a timely, and accurate manner.
TAILORED TO YOUR NEEDS
“Our aim is to create a financial plan that is tailored to their needs and helping them achieve what they want most in life. To do this, we build relationships with our clients based on transparency and trust. However, it is equally as important that they feel able to be open and honest with us too, so that we can ensure their plan is sustainable for them.
Clients are at the heart of everything we do here at AAB Wealth. Putting our client’s best interests first is the most important part of my job. The trust they have in us to help shape and manage their financial plan should never be broken.”
GOING THE EXTRA MILE
“Our clients expect a professional and efficient service, one that will give them the peace of mind that they will always be catered for. Regular communication is key, as well as honesty and acting with integrity.
I look to go the extra mile to fulfil clients’ needs, and if I can’t provide them with the information they need, I put them in touch with the right people in AAB who can.
Making a difference to clients’ lives is very rewarding and often underestimated. We focus on providing individuals with the opportunity to meet their financial goals, whether this is retiring early, making a large purchase or paying off a mortgage is very pleasing.”
TECH-ENABLED
“It’s imperative that as business, we evolve with technological advancements whilst retaining the flexibility of the hands-on route. Using various online systems and platforms, allows us to add more in-depth and personal detail to the client’s journey. We continue to have the flexibility of meeting in person or online, which allows for any last-minute changes, should they be required. The ability for clients to log into our Personal Finance Portal to exchange documentation securely, and having access to view their investments online provides extra certainty to clients that we conduct in a professional and transparent manner.”
EXCITING GROWTH
“My greatest strengths are client communication and a good attitude. I am willing to learn and listen to others to further better myself. I have experience working within the financial services sector from entry-level to where I currently am now, so I feel I can offer guidance to fellow team members.
I am also excited to work with other experience professionals and learn from them. The academic support provided at AAB Wealth is generous and encourages all team members to invest time in their future. I am currently studying towards my Diploma in Financial Planning, with aspirations of completing my Advanced Diploma once qualified.”
