Iain is Managing Director at Fraser Wealth Management. He joined the Financial Services industry in 1981 and has extensive management experience with a number of companies, notably Zurich and Prudential, where he first worked alongside Paul Bocking and Kevin Gillibrand in the High Net Worth Division based in Manchester.
Having taken a sabbatical from the. Paul boasts over 30 years experience in the finance industry and is a Chartered Financial Planner certified to ISO22222. While fully versed in the full spectrum of financial services, Paul specialises in pensions, . Kevin co-founded Fraser Wealth Management with Paul Bocking in 2004.
Having taken a sabbatical from the. Paul boasts over 30 years experience in the finance industry and is a Chartered Financial Planner certified to ISO22222. While fully versed in the full spectrum of financial services, Paul specialises in pensions, . Kevin co-founded Fraser Wealth Management with Paul Bocking in 2004.
Services
Financial Audit - This starts with us gathering information about you, your attitude to risk and your financial situation. We then prepare a financial analysis with the aid of our sophisticated cashflow modelling software. This will identify any areas where your existing arrangements may be insufficient to meet your objectives.
On a scale of 0 (low) to 10 (high), if a friend or colleague said they were looking for help with their financial affairs, how likely is it that you would recommend Fraser Wealth Management? Being honest and approachable in equal measures. Also, you have always taken great care of our investments with you and that makes us feel secure.
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