Kelly Shek

Kelly Shek

AAB Wealth Chartered Financial Planners

Minimum savings/pensions: Any amount

0330 038 8942
Based in Westhill
View location

Top Rated 2025
Verified since: March, 2024

4.9 out of 5

39 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 17 June 2025

    Kelly is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kelly's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Kelly has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 June 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Kelly has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Kelly has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kelly

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kelly (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 17 June 2025

    Kelly is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Kelly's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Kelly has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 June 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Kelly has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Kelly has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kelly

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kelly (based on 3 first impressions)

WHO I HELP Private Individuals. Business Owners. High Net Worth Individuals. HOW I HELP Financial Planning. Cash Flow Modelling. Pension Planning. Retirement Planning. Investment Planning. Cascading Wealth. “NO TWO CLIENT SITUATIONS ARE THE SAME” Kelly Pitcairn is a Financial Planner within our Wealth team. Based in our Aberdeen office, Kelly works with clients to help them make realistic plans that are unique to them. This is achieved by building long term relationships and meeting regularly to help make sensible decisions through different life stages for their financial future. AN IDEAL RELATIONSHIP “An ideal relationship is one built on trust, honesty and open communication. I want to work closely to understand my clients’ goals and aspirations and work together to put a plan in place to make these a reality. Meeting clients goals and objectives matter to me as much as they do to them. They deserve an honest relationship and to know that any advice I give has their best interests at heart.” LIFETIME OF SUPPORT “Clients allow us into all aspects of their life and turn to us for guidance, support and reassurance. Whether that is as simple as recommending a solicitor, helping them deal with unexpected shocks, guiding them to commit to saving to improve their overall planning position or letting them know they can retire early, the list is endless. We are on a life journey with them and it is so rewarding, I am passionate about helping.” CULTURE OF CHANGE AND INNOVATION “I have already witnessed such a great team spirit within AAB. Being able to voice opinions, collaborate and brainstorm helps everyone embrace change, innovate and succeed together whilst delivering good client outcomes. One of the biggest challenges we face is the pace of regulatory changes and technology integration but, although sometimes disruptive, the overall goal is usually for a good purpose. I embrace change and will work together with the team to implement and adapt when required which in turn allows us to grow collectively. Technology is fundamental to the job that we do. We can deliver communications more efficiently and effectively, help clients visualise plans using cash flow modelling, and the role technology pays in day-to-day running of the business provides positive outcomes to clients overall.” FOCUSING ON WHAT REALLY MATTERS “Clients are our biggest asset and passion is essential in our business, appreciating the clients and thanking them for their business goes a long way to maintain great relationships which is important. The greatest compliment I have received from a client is ‘I love how friendly and trustworthy my advisor is, she explains everything so well and never makes you feel like you’re taking up too much of her time.’ My approach is to help clients focus on the things that matter and what they can control. It is easy to get caught up in the negative media and focus on negative periods in the market. I want clients to focus on what really matters to them and leave the rest to us. I want clients to reach their goals and aspirations in life and will work hard to guide them on that journey.”

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Kelly's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Age group

Clients' level of financial expertise

Reviews of Kelly

Are you a client of Kelly? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.