At Jane Smith, we pride ourselves on continuing to raise the bar, focusing on our clients’ lifestyles and finances, and offering a truly personal service. As such, AAB’s client-centric approach and long-term vision for sustainable growth, technical excellence and outstanding client service make it an ideal fit for the next phase of our journey. Joining the award-winning chartered financial planning team at AAB Wealth will enable us to deliver even more for our clients by providing access to additional services, experts, and industry innovation.
Joining AAB Wealth gives us the opportunity to further develop the services we offer to clients while preserving the client-first ethos that defines our business. It was important for us to find a strong cultural fit with another Accredited Financial Planning firm that shares our commitment to true financial planning. The scale, infrastructure and continued investment in technology across AAB will enhance the service we provide, while allowing the team here in Olney to remain focused on delivering the high-quality financial planning that sits at the heart of what we do.
Jane Smith will eventually rebrand to AAB. Beyond that, not much will change for you. I’ll remain your primary contact.
If you have any questions, please don’t hesitate to get in touch. Otherwise, thank you again for your ongoing support and we look forward to taking you on this journey with us.
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