Welcome to the home of Fraser & Reid Wealth Management. Our one stop solution for all your financial needs provided by our own Chartered Financial Planner. Put your trust in a personalised service that will always have your best interest at the heart of our decisions.
Thank you for visiting here at Fraser & Reid. We may be different from other pages you have visited, we provide holistic financial planning. So whether you are looking for a mortgage, investment advice, help with your pensions or ensuring you have suitable protection policies in place for your loved ones, our Chartered Financial Planners are here to help you.
Based in the heart of Edinburgh but with offices across the UK, we offer a personalised one to one service to give you peace of mind when considering your financial future.
Dealing with and making financial decisions is never easy, especially if you have no experience in dealing with these situations. That’s why we promise to help you understand the options and explain every detail of what is involved before helping you make the decision that’s right for you.
By working with you in partnership, we will explain how to plan for your financial future in a simple, uncomplicated fashion and will support you towards your financial goals.
You might get confused and think that this is a beautiful husband & wife story, but it’s not (mainly because David talks way too much for Arlene). We are two colleagues who came together to form the wealth management company that we would want to talk to.
Our strength is in people. We want to get to know more about you and help guide you help make the right decision for your financial future.
EXPERIENCE
Our qualifications
Fellow of the Personal Financial Society
Chartered Financial Planner
Chartered Tax Adviser
Certificate in Mortgage Advice & Equity Release
Member of the Society of Mortgage Professionals
Member of the Association of Taxation Technicians
TESTIMONIALS
An excellent and helpful service from David when trying to find my new home. A great help and would reccomend.
Me and my partner were very nervous about our mortgage. Arelene and David helped put our minds at rest and helped us settle.
