Victoria
Minett

WHO I HELP  

Individuals. Families. Business owners. Executives.  

HOW I HELP  

Strategic planning. Technical analysis. Financial advice.  

“Clarity behind every decision.” 

Based in our London Crawley office, Victoria Minett is a Paraplanner at AAB Wealth, supporting a team of financial planners by providing detailed research, technical analysis, and well-crafted reports that help clients make informed financial decisions. With over 10 years of experience and a strong academic background in mathematics, she brings clarity and reassurance to the financial planning process.  

After starting as a trainee and completely new to the business, she quickly discovered that the blend of numbers, analysis and communication suited her perfectly – and she has pursued a career ever since.  

Known for her calm, methodical approach and her commitment to staying up to date with ever-changing regulations, she plays a key role in delivering tailored, compliant, and meaningful advice that helps clients move forward with confidence. 

BUILDING TRUST THROUGH CONNECTION  

“For me, communication is the foundation of every strong client relationship. I make a conscious effort to keep in touch throughout new business processes, particularly during periods where movement is minimal. A quick update or reassurance that things are still progressing often means more to clients than they realise. It shows that we’re with them at every step, and they’re never left wondering what’s happening behind the scenes. “ 

STRENGTH IN STRUCTURE 

“My background in mathematics means I naturally lean toward analytical thinking, problem-solving, and precision. These strengths help me break down complex scenarios into solutions that make sense for clients and advisers alike. Beyond the technical side, I’m someone who thrives in a team environment. I value collaboration, enjoy sharing knowledge, and I take pride in being someone colleagues can rely on – whether they need technical input or an extra pair of hands during busy periods.” 

FROM TRAINEE TO TRUSTED SUPPORT  

“Starting as a trainee with no industry experience was a challenge in itself. The biggest hurdle wasn’t the technical learning – it was accepting that I didn’t know everything and that asking for help wasn’t a weakness. Over time, I learned to embrace curiosity, lean on others’ expertise, and grow through collaboration. Today, I’m never afraid to admit when I’m unsure about something. Instead, I use those moments as opportunities to learn, ensuring clients ultimately benefit from more robust, well-checked advice.” 

BRINGING CLARITY TO COMPLEXITY 

“Recently, a client was facing delays in a pension transfer that were out of their control, but by keeping close contact, updating them regularly, checking in with the provider and ensuring they always knew the next step, the client felt at ease.  The client later thanked “the whole team” – a reminder that every positive outcome is a shared effort and that clients genuinely appreciate the support happening behind the scenes.” 

COLLABORATION THAT COUNTS 

“Being part of AAB Wealth means being surrounded by people who genuinely want to help each other – technically, practically, and personally. The collaborative culture makes even the most complex challenges manageable. Knowing I can turn to colleagues for support not only strengthens the advice we deliver but also creates a positive, resilient working environment where everyone’s contribution is valued.” 

STAYING AHEAD OF CHANGE  

“One of the biggest challenges in paraplanning is the pace of technical and regulatory change. Tax rules shift, pension regulations update, and products evolve — clients rely on us to stay ahead. I dedicate time each week to CPD, review updates regularly, and connect with colleagues to share insights. This ensures that every report I produce is accurate, current, and aligned with best practice. 

I’m also continually developing my technical skills, particularly in cashflow modelling and deeper pension analysis, as well as expanding my use of financial planning technologies. Staying adaptable is essential, and I enjoy strengthening the skills that help me support advisers and clients more effectively.” 

MAKING A DIFFERENCE BEHIND THE SCENES 

“At the heart of it all, I find real fulfilment in knowing the work we do genuinely helps people. Financial planning can feel overwhelming, but when clients walk away feeling clearer, safer, and more confident about their future, it’s incredibly rewarding. Whether I’m drafting a detailed report or helping solve a complex problem, I love being part of that positive change, and I’m proud to contribute to outcomes that matter.”