0330 038 8939
Based in Huntingdon
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FCA Regulated
Fraser and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Fraser and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Fraser has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Fraser has received 5 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 April 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Fraser and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Fraser and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Fraser has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Fraser has received 5 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 April 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Fraser has not yet added their qualifications to their profile
Qualifications not yet added
Fraser has not yet added their qualifications to their profile
Transparent Fees
Fraser has not yet added their fees to their profile
Fees not yet added
Fraser has not yet added their fees to their profile
I am a financial adviser that builds relationships through trust, honesty and Integrity. At Wealth and Finance Matters, we help people to define wealth on their own terms. By exploring what truly matters to you, we are able to offer bespoke solutions to help you achieve your long term goals and aspirations. I provide particular value to clients who understand that they need to take action when it comes to their finances, but may lack time, confidence and sometimes the knowledge to be able to action in the most suitable way. I pride myself on working closely with all my clients, through building trusted relationship and implementing holistic plans that are tailored to your individual needs, you can have the peace of mind that your affairs are being managed effectively, with the utmost integrity and professionalism. Wealth and Finance Matters Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 21/10/2022
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Fraser's clients
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