rockwealth Aberdeen is delighted to announce that chartered financial planner Jack Swan has joined the team.
Jack was welcomed by Lloyd, Claire and Lynsey into the firms Neo House office after seven years at AAB Wealth. His arrival will not only strengthen the support rockwealth Aberdeen can provide to existing client families but mean the firm can continue to meet growing demand and take on new clients.
Director Lloyd Davies has expressed his delight with the new addition, “Jack has had a great grounding at an excellent firm, is extremely well qualified and brings a rare blend of experience and longevity to the role of Financial Planner. We expect he will go on to deliver excellent client outcomes for years and decades to come and we are delighted that Jack chose to make rockwealth Aberdeen the home for the next chapter of his journey.”
Studies show that less than 10% of the adult population in the UK seek financial advice but the services delivered by rockwealth Aberdeen are appealing to the people of the north east Scotland and further afield. Regular enquiries via the firms website, client referrals and introductions from professional connections mean client numbers have grown steadily since the firm began trading in March 2022. Jack is the fourth member of the team as they look to continue helping clients make financial decisions with confidence and deliver a service which adds real value.
When discussing his new role Jack said “joining rockwealth Aberdeen marks an exciting new chapter in my financial planning career. I’m thrilled to work alongside Lloyd, the talented team here in Aberdeen, and the wider rockwealth network. I was drawn to the business by its unwavering commitment to client service and long-term planning—helping clients gain confidence and clarity for their financial future. I’m excited for what lies ahead for rockwealth Aberdeen.”
To find out more about how rockwealth Aberdeen look after clients and to contact the team please visit aberdeenifa.com