TRACEY
THORPE

WHO I HELP

Individuals. Families. Business owners. Retirees.

HOW I HELP

Client experience. Organisational management. Financial Planning. Supporting internal team members.

“BEHIND EVERY CLIENT’S SUCCESS IS A SUPPORT TEAM THAT MAKE THINGS HAPPEN.”

Tracey Thorpe is part of the Client Support team at AAB Wealth, working alongside advisers and planners to ensure clients enjoy a smooth and stress-free experience throughout their financial journey. Based in our London office, Tracey supports clients by preparing key documents, gathering information, and liaising with providers to keep everything running efficiently.

After building a strong background in client service, Tracey was drawn to financial services because she wanted to help people achieve greater clarity and confidence about their finances. She pursued a career in client support to combine her organisational strengths with her passion for delivering exceptional client care. For Tracey, it’s not just about paperwork or process; it’s about people, relationships, and helping clients feel truly supported every step of the way.

KEEPING THINGS RUNNING SMOOTHLY

“Every client’s journey is different, and part of my role is making sure that journey runs as smoothly as possible. I work closely with our Financial Planners and Paraplanners to support clients from start to finish ensuring every stage of their financial plan is handled with care and precision.

Day to day, I might be arranging paperwork ahead of client meetings, contacting providers to gather information, or preparing documentation to support a new investment or transfer. There’s a lot that happens behind the scenes, but all of it contributes to giving clients a seamless experience.

I love knowing that the small details I manage help make the bigger picture clearer for our clients. My focus is always on keeping things organised, efficient, and stress-free so clients can feel confident that everything is taken care of.”

RELATIONSHIPS BUILT ON TRUST

“At AAB Wealth, we know that great financial planning starts with great relationships. Clients rely on us not only for our expertise but for our ability to listen, understand, and deliver consistently.

For me, trust is built through openness and communication. I make it a priority to ensure clients feel they can contact us whenever they need to, whether it’s for an update, a question, or reassurance. The more we understand a client’s goals, lifestyle, and challenges, the better we can support them.

It’s rewarding to know that by maintaining this open connection, I’m helping to create lasting relationships where clients feel supported, informed, and in control of their financial journey.”

MAKING LIFE EASIER FOR CLIENTS

“The most fulfilling part of my job is helping make clients’ lives easier. Financial planning can feel complex at times, so my role is to remove as much of that complexity as possible. I take pride in being approachable, responsive, and proactive ensuring clients always know what’s happening and why.

Every client has their own preferred way of working. Some prefer in-person meetings, others prefer virtual catch-ups or phone calls. We’re flexible in how we communicate because we know that convenience and clarity are key. By adapting to each client’s needs, we can make their experience smoother and more personal.

It’s a privilege to help people feel more organised, confident, and supported, especially when it comes to something as important as their financial future.”

LEARNING FROM THE BEST

“Working at AAB Wealth means constantly learning and growing. Financial services is an evolving field, and staying up to date ensures we provide the very best service possible. I enjoy learning from our team of experienced planners and paraplanners – their insight helps me deepen my understanding and improve how I support clients.

I’m also focused on developing my technical knowledge so I can continue to expand my role and contribute even more effectively. For me, professional growth goes hand-in-hand with client service – the more I know, the better I can help.

Continuous learning not only benefits my own career but also enhances the service and reassurance I can offer to every client I support.”

LOOKING AHEAD

“I’m genuinely excited about the future, both my own and AAB Wealth’s. This is a company that truly values teamwork, innovation, and putting clients first. The culture here is one of support and collaboration, where everyone works together to provide the best possible outcomes for clients.

As AAB Wealth continues to grow, I’m proud to be part of a team that strives to make a difference every day. I look forward to building stronger relationships with clients, and continuing to help them navigate their financial goals with confidence and clarity.

For me, success isn’t just about progress, it’s about people, purpose, and helping others feel secure in their future. That’s what motivates me every single day.”