Donna Brown Dipfa Mlibf Email & Phone Number

I joined Aberdein Considine over 30 years’ ago and have gained knowledge and experience of various services offered by our firm such as legal, estate agency and my main area of expertise, Wealth Management. I attained the Diploma in Financial Planning and am a member of the London Institute of Finance & Banking. I am part of the management team of Aberdein Considine Wealth. Providing outstanding Independent Financial Advice in:- Wealth Management Retirement Planning Estate Preservation including Inheritance Tax planning. I support my colleagues to provide a professional wealth management service, building long and lasting business relationships with clients to ensure their financial goals and objectives are achieved.  Successful track record of managing multiple teamsI lead, motivate and support our wealth management team. It’s important to me to coach and mentor the next generation of paraplanners and financial advisors whilst supporting the needs of our experienced team members. I ensure there is constant communication with management, staff and providers to ensure my colleagues and I provide the highest level of service to our clients and business associates. Efficiency of existing internal processes and proceduresI have gained extensive experience and knowledge of compliance, Training & Competence, and complaint handling. I am responsible for overseeing our internal processes and procedures to ensure we comply with our regulatory commitments as well as providing the highest quality of service to our clients. ✉ dbrown@acandco.com☎ 01224 337435

Listed skills include Estate Planning, Financial Advisory, Independent Financial Advice, Pensions, and 24 others.

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  Operations Director | Wealth Management | Retirement Planning | Training & Competency

  Aberdein Considine & Co

  Feb 1991 - Present - Aberdeen | Aberdeenshire

  I provide support to our clients, providers, employees and senior management in the day to day business activities. I joined AC over 30 years’ ago and have gained knowledge and experience of various services offered by our firm such as legal, estate agency and my main area of expertise, Wealth Management. I strongly believe that people should have access to a high level of service and build a long-term relationship supporting clients throughout their financial lifetime. My experience within Aberdein Considine and the industry as a whole, enables me to provide positive solutions and streamline processes.In total I have over 35 years’ experience in retail lending as well as the independent advice sector. I have gained a unique skill set and working knowledge within Aberdein Considine. Extensive knowledge of Aberdein Considine and all the services that can be provided to clients. Providing a unique insight and assists both clients and employees. Management skills to ensure the smooth running of the business. Supporting our team members on their chosen career path and also support our extensive client network. Software systems, I have been successful in streamlining internal processes enabling more efficient interaction with our clients via online portals including the introduction of daily valuations to our clients’ portfolios allowing them to access up to minute portfolio valuations and reports and been instrumental in adopting a paperless process.Since joining Aberdein Considine our Wealth Management team has grown consistently year on year. We have a team of 15 experienced independent financial advisers, supported by 6 paraplanners and a management team, who all believe in providing the highest levels of service. It’s paramount to my colleagues and I to provide the best independent financial advice and support to our clients with an excellent service.If you require any assistance, I’m happy to help.✉ dbrown@acandco.com☎ 01224 337435

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  Banchory Academy