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A Candid Conversation on the Future of Family Businesses
AAB / Our Team / Glenn Brophy
LinkedIn
Private individuals. Executive clients. Small business owners.
Financial planning. Wealth planning. Legacy planning. Cash flow modelling.
Glenn Brophy is a Director in our Wealth team, based in our London office. He works with a wide range of clients, creating financial plans that turn ambitions into reality and build confidence for retirement.
For Glenn, it’s about more than numbers; it’s about providing clarity, reassurance, and a sense of control. He does this by being proactive, honest, and supportive, always taking the time to truly care about the outcome for every client he works with.
No two weeks are ever quite the same, but there are a few things I can always count on. I spend a big part of my time in client reviews, updating financial plans to reflect life changes, and because of the advancements in technology, most of them happen virtually over Teams.
Between meetings, I’m prepping, checking in with clients, and catching up with my team. Those team catch-ups are important; they give us the chance to make sure we’re all on track with upcoming cases and reviews.
“When I meet a new client, I treat them with the same care and honesty I’d give to a family member. That’s a non-negotiable for me. It’s about respect, trust, and making sure they know I’m genuinely on their side.
I think patience and honesty go a long way in this role. Clients want someone they can trust, and I take that seriously. I listen carefully, ask the right questions, and keep things open and straightforward. My job isn’t to complicate, it’s to guide people towards clarity and confidence about their future.”
“I work with a broad mix of clients, from executives and small business owners to private individuals and families. Many are still in the wealth-building stage, while others are approaching or enjoying retirement. It’s rewarding to help people at different stages of life and see how their goals evolve.”
“Some people think financial planning is all about selling something. That couldn’t be further from the truth. My role isn’t about products, it’s about people. It’s about helping them achieve their life goals, ambitions, and dreams.
One client I’ll never forget came to me after being made redundant late in their career. They were anxious, convinced they couldn’t retire and worried about finding another job at their age. We spent time going through cash flow forecasting together, and it showed that they could, in fact, retire comfortably and maintain their lifestyle. Watching the relief on their face, and knowing I’d helped lift that burden, was incredibly powerful. That client still tells me how grateful they are.”
“Being part of AAB is about more than just the day-to-day work. It’s about the teamwork, the support, and the credibility we have as a group. I’ve got access to brilliant resources and people, and together we’re stronger.”
“The greatest compliment I’ve received from a client is: ‘We couldn’t have done this without you.” Those words stay with you. It goes beyond just a simple thank you. Knowing that my clients genuinely appreciate my support and knowing I’m making a difference for them is what keeps me motivated.”
“I bring integrity and experience to everything I do. I like to share that experience with colleagues, because we all grow stronger together. And I think a good sense of humour helps too, finance is serious, but that doesn’t mean every conversation has to be.
Right now, I’m going through a period of transition, broadening both my technical and presentation skills. It’s a challenge, but a welcome one. The goal is simple: to keep improving, so I can deliver even more for the people I work with.”