Business Growth and Strategy Summary
Jen Paice took part in a Q&A article in Financial Planning Today magazine, where some of the leading financial services leaders were asked their opinion on the key challenges and opportunities within the profession today.
Jen Paice joined Aberdein Considine Wealth in 2022 with the remit to transform it from a transactional advisory firm into a comprehensive financial planning service. Here are the key highlights:
Current Position and Development
The firm has grown into one of Scotland's largest independent financial planning businesses, although relatively unknown for this specialist service, outside its current clients. Since 2022, the leadership team has been strengthened with key appointments, including a Training & Competence Supervisor, Paraplanning Manager, Compliance Director, and Head of Marketing.
Growth Strategy
The company is pursuing organic growth with no immediate acquisition plans, targeting 20% growth over the next three years. Their approach combines:
- Traditional face-to-face, available on the high
- Latest technology for improved efficiency
- Expansion of the service offering within Scotland's central belt
- Enhanced digital transformation over the next five years
Key Business Drivers
- Sustainable Value: Delivering personalised, holistic financial planning and reinvesting returns into the team and clients
- Innovation: Monitoring industry trends and embracing technology to maintain a competitive advantage
- Strategic Opportunities: Identifying partnerships and emerging client needs
- Long-term Relationships: continue to develop the service through a combination of knowledgeable advisers with exceptional service and technology
Industry Outlook
The article identifies significant opportunities driven by demographic shifts (growing demand from a retiring population, intergenerational wealth transfers) and younger generations engaging with financial planning earlier. Technology, apps, and AI are viewed as enablers rather than replacements—tools that will enhance delivery models through hybrid offerings combining human expertise with intelligent automation, while maintaining the trust and personal service that clients value.
The latest copy of this magazine can be viewed here.
