02/12/2021
🔎 🌟This week our spotlight turns to two IFAs at Anderson Anderson & Brown Wealth Limited.
🔎 1️⃣Martyn Paterson. Here’s Martyn in his own words:
What’s your role? Chartered Financial Planner. My role is to provide clients with well-rounded financial planning, focussed on their specific aims and objectives, whilst maintaining long lasting client relationships.
What do you like best about working at AAB Wealth? The whole working environment, the people coupled with the freshness and positivity of the firm is great. Having moved from a large national firm with many thousands of employees, the culture within a firm the size of AAB is fantastic and creates a real team ethos. On top of that, the clients that I work with are second to none and really understand and appreciate the service provided by the firm.
🔎 2️⃣ Richard Johnson, in his own words:
What’s your role? Chartered Financial Planner - my role is to develop a financial strategy for each of my clients, making their wealth work for them, relieving their concerns, and giving them the confidence and peace of mind to focus on the things that they find most important, such as their family and enjoying retirement.
What do you like best about working at AAB Wealth? It is refreshing to work within such a forward-looking and flexible firm, as it provides for a great work/life balance for me and my family. And with such a close and well-managed team in the background, I am able to focus on building strong relationships with my clients.
Find their contact details and more trusted advisers working in your community on finditnearme.co.uk
