Fraser McPhate

I have over 28 years experience as a financial adviser and have spent the last 15 years specialising in providing financial advice to private wealth clients.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

I am also a registered pension transfer specialist. As a chartered financial planner, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.