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Frank Fraser

Financial Planner

Frank Fraser

Elgin Office, Huntly Office,
T: 01343 547492
E: frank.fraser@jcwealth.co.uk
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Frank is a Financial Planner with 22 years’ experience. He joined Johnston Carmichael Wealth in November 2013 and is based in Elgin. Frank holds a diploma in Financial Advice and is working towards chartered status. He has a broad range of financial services experience, including 8 years when he worked exclusively in the medical market.

Frank prides himself on providing individually tailored tax efficient financial planning solutions for his clients, working closely with them to plan for the future through savings, investments and retirement planning, while ensuring that they, their families and businesses are protected against the financial impact of unforeseen changes in circumstances.

Sector Experience

  • Wealth Management
  • Inheritance Tax Mitigation
  • Pre and Post Retirement Planning
  • Personal and Business Protection

Expertise

Qualifications

  • DipFA

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