Chartered Financial Planner
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Certs CII (MP & ER)


Based in: 
West Dunbartonshire
South Lanarkshire

Fraser McPhate

About me

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 an independent financial adviser, 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.

Fraser McPhate has attained Chartered status which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more