Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Dundee

Covers

Angus, Dundee, Aberdeenshire

Jennifer Fraser

Independent Financial Adviser

I have been in Financial Services for over 20 years in a mixture of paraplanning and advising roles.

I advise my clients in all areas of wealth management with a particular emphasis on protection, pensions, investments and estate planning.

I believe in excellent financial advice for everyone and building long term relationships with my clients to provide the best advice possible, ensuring that my clients are given the highest level of service, tailored to their needs and objectives.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Dundee

Covers

Angus, Dundee, Aberdeenshire

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