Lianne
Finnegan

WHO I HELP

Private individuals. Business owners. Families.

HOW I HELP

Client experience. Financial planning. Organisational management.

“I’m dedicated to delivering quality outcomes, with a smile.”

Based in our London Gatwick office, Lianne Finnegan is a highly skilled Client Support Administrator in our AAB Wealth team. She leads with a warm, meticulous approach to everything she does. No two days are the same for Lianne, from preparing reports and processing new business to answering queries and keeping the wider team running smoothly, her role is all about helping clients feel supported and cared for.

Having started her career in the beauty industry, Lianne’s journey into financial services was an unexpected but natural progression. Her instinct for understanding people, attention to detail, and passion for doing things properly have made her an invaluable part of the AAB Wealth team. Pursuing this career has allowed her to blend her people-first mindset with a structured, purpose-driven environment – something she truly thrives on.

RELATIONSHIPS BUILT ON CLARITY & CARE

“For me, communication is everything. From the very first interaction, I want clients to feel comfortable reaching out – knowing they’ll get a clear, friendly response. I take pride in being approachable and reliable, the kind of person clients can count on to follow through. Whether I’m handling a query or managing a complex piece of administration, I always keep clients informed so they feel in control. That openness and consistency build the kind of trust that lasts.”

ALWAYS PUTTING CLIENTS FIRST

“I once supported a client through a particularly complex financial case that required close communication and consistent updates. By keeping in regular contact, anticipating their questions, and staying on top of every detail, we built genuine trust. Seeing their relief and appreciation when everything came together reminded me why the personal side of financial services matters so much. Helping clients feel confident and cared for is truly the best part of what I do.”

TURNING DETAIL INTO CONFIDENCE

“Organisation is my strength – I love bringing structure and order to the moving parts of a busy team. My background has taught me to be adaptable, patient and genuinely curious about people. I’m the person who keeps an eye on the details that make the difference, ensuring reports are accurate and processes are smooth. That reliability gives both clients and colleagues confidence that things will be done properly, every time.”

GROWTH THROUGH ADAPTATION

“Transitioning from the beauty industry to financial services was a big personal shift, but it proved how valuable transferable skills really are. Listening, understanding, and caring about people matter just as much here as they did in my previous career. I’ve learned that no matter the industry, doing your work with empathy and precision leads to the best results. Every challenge I’ve faced has reinforced that lesson – it’s not just about what you do, but how you make people feel along the way.”

GOING ABOVE & BEYOND

“One moment that stands out in my career was helping a client with a time-sensitive transaction. They were understandably anxious, and I knew quick, clear communication was key. By coordinating efficiently with the wider team and keeping the client informed at every step, we were able to resolve everything smoothly. The client later told me they felt ‘completely at ease’ knowing I was handling it, and that meant the world to me. Those moments remind me why I love what I do.”

CLIENT-CENTRIC APPROACH

“I’m really inspired by the people I’m surrounded by at AAB Wealth. There’s a real team spirit where everyone’s approachable, collaborative and genuinely wants to help each other succeed. That environment makes a huge difference, both to our clients and to our own sense of purpose. It’s motivating to know that when we work together, clients benefit from a seamless, joined-up experience that truly puts them first.”

MORE THAN JUST PAPERWORK

“A common misconception is that administration is simply ‘paperwork,’ when in fact it’s the backbone of a great client experience. Behind every successful financial plan, there’s careful coordination, accuracy, and proactive communication keeping things running smoothly. It’s that behind-the-scenes work that allows our advisers and our clients to focus on what really matters.”

EMBRACING INNOVATION

“I’m excited to further develop my knowledge and skills on new and exciting digital tools. Technology is such a big part of how we enhance the client experience, so I’m particularly interested in exploring this to make our processes more efficient. Anything that helps us deliver a smoother, faster, more transparent service is worth embracing. Continuous learning keeps the role fresh – and keeps me motivated to deliver the very best for our clients.”

MAKING EVERY INTERACTION COUNT

“For me, success is more than ticking boxes, it’s about making people feel valued, supported and confident in the service they receive. I take pride in getting things done properly, promptly and with a smile. Every day brings new challenges and opportunities to help someone, and that’s what keeps me inspired. At the heart of it, I simply love making a positive difference – one client, one conversation, one detail at a time.”