Frazer is a Technical Team Leader, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries. Frazer has worked in the industry for 14 years and has developed a keen interest in pension planning and investment theory. He is also working towards achieving the Certified Financial Planner status.
- Diploma in Financial Planning
- Certified Financial Planner
- Chartered Institute of Securities and Investment (CISI)
- The Personal Finance Society (PFS)
- The Chartered Insurance Institute (CII)
I’m driven by learning new things and solving problems and spending time with my son often involves a combination of both at once! At Fiscal Engineers my passion is in discovering what’s important to our clients, analysing their situation and presenting solutions to realise their goals. My personal reward is to grow a client relationship over time and help provide the freedom to enjoy what is most important in their lives.